First Wealth & Trust

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First Wealth & Trust 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.

On Episode 13 of Chimes & Dimes, Billy Brooks shares a personal story that puts today's housing prices into perspective....
10/16/2026

On Episode 13 of Chimes & Dimes, Billy Brooks shares a personal story that puts today's housing prices into perspective. His first home cost $58,000, and the same property is now selling for $241,000!

How much has the housing market changed since you bought your first home?

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.

Meet Billy Brooks, Chief Lending Officer at First National Bank of Mount Dora and our first guest on episode 13 of Chime...
10/14/2026

Meet Billy Brooks, Chief Lending Officer at First National Bank of Mount Dora and our first 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.

10/12/2026

We all know everything gets more expensive over time, but you can't help but laugh when you hear what the costs of homes were just a few decades ago compared to today. 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 Chefs Table at the Edgewater 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.

Our offices are closed today, Monday, October 12 in recognition of Columbus Day. We look forward to serving you again wh...
10/12/2026

Our offices are closed today, Monday, October 12 in recognition of Columbus Day. We look forward to serving you again when we reopen tomorrow.

Our offices will be closed Monday, October 12 in recognition of Columbus Day. We look forward to serving you again when ...
10/09/2026

Our offices will be closed Monday, October 12 in recognition of Columbus Day. We look forward to serving you again when we reopen for regular business hours on Tuesday.

A look behind the scenes on-set of the most recent episode of Chimes & Dimes.From why homeowners are holding onto their ...
10/09/2026

A look behind the scenes on-set of the most recent episode 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.

What’s really happening in Central Florida’s housing market?In Episode 13 of Chimes & Dimes, we learn about today’s real...
10/07/2026

What’s really happening in Central Florida’s housing market?

In Episode 13 of Chimes & Dimes, we learn about today’s real estate market, mortgage rates, home equity, and the financial decisions that come with buying, selling, and owning a home.

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.

10/05/2026

There are some interesting trends recently among first-time homebuyers and their families. 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 and 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.

10/05/2026

Market Monday is out! Here are the latest economic indicators, with insights from our investment team on how they may impact market performance for October 5, 2026.

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504 Plant Street
Winter Garden, FL
34787

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+13523852121

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