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Trust & Investment Services

Financial Advisers

Our investment officers can help you access the latest information.

We offer investment consulting using multiple managers and perspectives.

Contact one of our knowledgeable Trust officers.
 

Carol Shira, Vice President and Trust Officer

Contact info: 863-676-7631
Carol.Shira@citizens-bank.com


 


 

Donna Chapman, CTFA, Vice President and Trust Officer

Contact info: 863-284-1297
Donna.Chapman@citizens-bank.com

 



 

William G. Middleton, CFA/CFP®/CRPC®, Vice President and Trust Officer

Contact info: 863-284-1297
Bill.Middleton@citizens-bank.com

 



 

Brian Ulch, MBA/BCE, Vice President and Trust Officer

Contact info: 863-676-7631
Brian.Ulch@citizens-bank.com





 

Lori Wilson, CPA, CTFA, Vice President and Trust Officer

Contact info: 863-686-1430
Lori. Wilson@citizens-bank.com


 


For more information, call or visit your local branch office.