Modern Private Banking driven by meaning, values and trust.
For What You're Building | For What You Believe In
anthem bank & trust
We Start With Your Why
Anthem Private Banking combines the personal access of a relationship-led private bank with modern digital tools, values-based decisioning, community giving initiatives, and a highly personal banking model where every client has a dedicated banker who knows them.
For families, founders, professionals, business owners, and the next generation of wealth builders, Anthem Private Banking offers a different kind of banking relationship: personal, practical, values-led, and built to support what is most important and meaningful to you.
relationships. not transactions.
Most modern banking has become distant, automated, and transactional—reducing your unique goals to data points on a screen.
At Anthem Bank & Trust, we believe banking should be an active partnership. We see our role as fiduciaries as a true vocation—a commitment to serve your unique journey, listen to your hopes, and help you make thoughtful financial decisions.
Contact: David Pujals, SVP – Private Banking
1 Alhambra Plaza, Suite 100, Coral Gables, Fl 33134
Direct: 786-239-1986;
Coral Gables Branch: 305-376-4144
Email:
[email protected]
a partnership for every stage
Anthem Private Banking is a dedicated space for individuals and families who appreciate a higher standard of care. We meet you exactly where you are today, providing the steady guidance and sophisticated resources you need to steward your finances with absolute confidence and clear intention.
Personal Checking
Checking options that line up with the everyday banking you need.
Personal Savings
Savings, CD's, IRAs and Money Market accounts with personal support.
CD Investments
We offer two unique CD investment programs with competitive rates.
01
For Those Actively Building
Streamlined Personal + Business Accounts and Lending Solutions
Your focus is on growth, momentum, and establishing a secure future. Whether you are a rising professional, a business owner, or a forward-thinking entrepreneur, we provide the strategic lending, streamlined accounts, and patient guidance required to turn your hard work into lasting momentum.
02
For The Foundation of Home
Specialized Mortgage Solutions for Single-Family Homes
A home is the physical anchor of your family’s story. Our highly specialized mortgage solutions for single-family homes are designed to fit your cash flow and long-term goals—simplifying the borrowing process so you can secure your sanctuary with peace of mind.
03
For Safeguarding Legacy
Thoughtful Paths for Passing Wealth and Family Principles
If your focus is on preserving what has been built over a lifetime, we help you align your assets with your core values. We partner with you to structure thoughtful paths for passing down both financial security and family principles to the generations that follow.
Contact: David Pujals, SVP – Private Banking
1 Alhambra Plaza, Suite 100, Coral Gables, Fl 33134
Direct: 786-239-1986; Coral Gables Branch: 305-376-4144
Email:
[email protected]
why move to anthem bank & trust private banking
Most people already have a bank. The question is whether that bank knows them.
Whether it understands the business behind the deposit account, the family behind the mortgage, the values behind the giving, the next generation behind the planning, and the purpose behind the decisions.
Anthem Private Banking was built for clients who want more from a banking relationship than access, efficiency, and scale. We combine the personal attention of a dedicated banker with modern technology, relationship-led service, and values-based initiatives designed to connect banking with the people, communities, and causes our clients care about.
For some clients, that begins with a personal banking relationship. For others, it begins with a business, a mortgage, a lending need, a trust conversation, or a desire to make banking itself more aligned with your values. Wherever the relationship begins, the principle is the same: your bank should understand what your money is meant to support.
At Anthem, Private Banking is not only where money is held. It is where relationships are built, values are expressed, and what matters most is carried forward.
Contact: David Pujals, SVP – Private Banking
1 Alhambra Plaza, Suite 100, Coral Gables, Fl 33134
Direct: 786-239-1986; Coral Gables Branch: 305-376-4144
Email:
[email protected]
put your money where your values are
Stewards of A Sustainable Future
We recognize that wealth, and stewards of wealth such as financial institutions and wealth advisors, exert a profound influence on the structure of society. Because wealth can be a powerful tool for good, there is an obligation to utilize and leverage it responsibly.
The Give Money Market Account: Automated Impact
High-Yield Banking Meets Conscious Capital.
We have evolved the simple concept of spare-change round-ups into a high-net-worth financial tool. When you maintain a Give Money Market account with Anthem, we match a percentage of your monthly interest and donate it directly to a cause you believe in. Your principal remains untouched, your yield stays competitive, and your values drive real-world change every single month.
Capital with purpose. Impact without effort.
Learn more here
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Call us Toll Free: (877) 490-3328 After hours call (800) 500-1044
PO Box 563, Plaquemine,
LA 70765-0563
Phone: (877) 490-3328
Routing #: 265470792
PO Box 563, Plaquemine,
LA 70765-0563
Phone: (877) 490-3328
Routing #: 265470792
PO Box 563, Plaquemine, LA 70765-0563
Phone: (877) 490-3328
Routing #: 265470792
Copyright 2025 | Website by Laurie DiBenedetto
