LAKE WALES, FL – Tom Lloyd has joined Citizens Financial Group (CFG), a subsidiary of Citizens Bank & Trust. Tom is an Infinex Financial Advisor within CFG and brings over 13 years of Private Banking and Wealth Management experience to this new role. He will serve the western Polk County market, Auburndale, Winter Haven, and the Bank’s Hillsborough and Pasco County offices.
“We are pleased to have Tom as part of our growing Citizens Financial Group team,” said Greg Littleton, President and CEO of Citizens Bank & Trust. “Tom is heavily involved in our community and seeks to provide the highest level of personalized service for his clients.”
Tom currently serves as Board Chair for the Florida Children’s Museum, is a Board Member for the Central Florida Speech & Hearing Center, and coaches youth sports. He holds a B.S. in Finance from the University of Alabama, and is a graduate of Leadership Lakeland Class 36 and Leadership Polk Class 15.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Citizens Financial Group is a subsidiary of Citizens Bank & Trust.
Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
LAKE WALES, FL – Brian Marbutt was sworn in as a new member of the Lake Wales Charter Schools Board of Trustees on June 12. The nominating committee submitted his name to fill a vacancy, and the board voted for him to serve Seat 3 on the Board of Trustees. His three-year term begins July 1, 2023 and runs to June 30, 2026.
Darbi Vanderford-Fulton is the Business Development Officer at our Plant City office. She brings over twenty years of relationship banking experience to Citizens Bank & Trust.
Mindy Schneider has been promoted to Bank Officer and Branch Manager of the Dade City office location of Citizens Bank & Trust. The office, located at 13844 7th Street, marks the Bank’s first entry into Pasco County.