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Tracy L. Lima

Certified since 2007-12-15
Email: tracylima@trusted-fs.com
Phone: 239-541-3200
Location: Cape Coral, Florida 33910
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Main Industry:
Financial Services
Specialty:
Daily Money Management, Financial Services
Description of Services:

Professional Fiduciary Services including Trust Administration, Power of Attorney, Estate Settlement.
We work with your attorney, financial advisor and CPA to provide comprehensive financial services.
Licensed, insured, bonded Notary Public.
Over 35 years of Trust and Estate experience.

Biographical Information:

Florida Trust School Graduate, University of South Florida
22 years as a Trust Officer with a large regional bank
17 years as owner of Trusted Financial Services

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