First Wealth & Trust

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Winter Garden, FL
First Wealth & Trust

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Financial planning, investment management, estate planning and trust administration.

Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency, and may lose value.

11/03/2026

Have you heard of the West Orange Chamber of Commerce but aren't sure exactly what it is or does? We've got your answers!

In this episode of Chimes & Dimes you will learn all about the West Orange Chamber of Commerce, the impact it has made on our local communities and the many ways in which it supports our local businesses.

Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, is joined by Stephen Lewis, President and CEO, West Orange Chamber of Commerce and Lynn Walker Wright, P.A., Attorney at Law to dive into this topic.

We want to thank the Chefs Table at the Edgewater & The Tasting Room At The Chef's Table here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef's Table offers an intimate three course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef's Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/30/2026

🎃👻 Happy Halloween from all of us at FNBMD! 🧡

Wishing our wonderful customers, friends, and community a spooktacular Halloween filled with fun, laughter, sweet treats, and lots of memorable moments!

Stay safe, enjoy the festivities, and have a fa-BOO-lous Halloween! 🕸️🍬

With warm wishes,
The FNBMD Staff 🧡

10/30/2026

Is new construction always a bad thing for a growing community?

As Central Florida continues to grow, new developments can bring change...and mixed reactions. In Episode 13 of Chimes & Dimes, Shelley Dawson shares her perspective on growth and why it's worth looking beyond the initial reaction to something new.

How do you feel about the growth happening across Central Florida?

Pete Baksh, , CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef’s Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef’s Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/28/2026

Would you give up a 3% mortgage to buy a different home?

For many homeowners, today's interest rates make moving a much bigger financial decision. In Episode 13 of Chimes & Dimes, Billy Brooks discusses why homeowners are reluctant to give up their low mortgage rates, even when they're ready for a change.

Pete Baksh, , CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the@chefstable_tastingroom here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef’s Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef’s Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/27/2026

First Wealth & Trust was proud to be the photo sponsor for this year’s Matthew’s Hope Garden Party Fall Fundraiser. It was wonderful to see so many other community organizations come together to support a local nonprofit that does so much to help those in our communities that are the most vulnerable.
To learn more about Matthew’s Hope look for their podcast Straight Talk, no B.S., on your favorite podcast platform. And to hear more from us, be sure to subscribe to our podcast at www.chimesanddimes.com

10/26/2026

The "Sandwich Generation" will likely have a lot to deal with over the next decade or so and now is the time to start preparing. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, Shelley Dawson, Realtor, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the Chef's Table at the Chefs Table at the Edgewater & The Tasting Room At The Chef's Table here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef's Table offers an intimate three course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef's Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/23/2026

October is Breast Cancer Awareness Month, and Alice from First Wealth & Trust is showing her support by wearing pink today! We’re proud to stand together in raising awareness, honoring survivors, remembering those we’ve lost, and supporting everyone affected by breast cancer.

Together, we wear pink for hope, strength, and the importance of early detection. 💕🎀

10/23/2026

Some parents are contributing $100,000 to help their children buy a home.

With home prices and monthly payments creating challenges for first-time buyers, family support is playing a bigger role in helping the next generation become homeowners.

In Episode 13 of Chimes & Dimes, Shelley Dawson shares what she's seeing in the real estate market and how parents are helping their children get started with a home of their own.

Pete Baksh, , CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef’s Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef’s Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/21/2026

Meet Shelley, real estate professional in Central Florida and our second guest on episode 13 of Chimes & Dimes.

From why homeowners are holding onto their 3% mortgages to the surprising ways families are helping their kids buy homes, there’s plenty to learn. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef’s Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef’s Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/20/2026

Save Our Homes Portability is a great tax benefit many people don't know about when it comes time to buy a new house. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, Shelley Dawson, Realtor, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the Chefs Table at the Edgewater & The Tasting Room At The Chef's Table here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef's Table offers an intimate three course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef's Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Address

504 Plant Street
Winter Garden, FL
34787

Telephone

+13523852121

Website

https://www.fnbmd.com/winter-garden-clermont#

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