Douglas “Doug” W. McPherson joined Citizens Bank & Trust in 2016 and serves as Vice President and Private Banker for Lakeland and western Polk County. Doug’s focus is working with individuals and families in delivering investment, trust and estate planning, credit and banking solutions.

Doug began his career with Citizens National Bank (Huntington Bank) as a management trainee and later became an investment associate with their Private Financial Group in Naples. He joined Chase Manhattan Private Bank (J.P. Morgan) in 2000 as an investment associate. A few years later, he became a banker working with high net worth individuals and families to bring the full array of investment, fiduciary, wealth planning, banking and credit solutions to the relationship. Most recently, Doug was the J.P. Morgan Private Client Advisor/Vice President for Chase Private Client, working with individuals on financial planning, asset allocation and investment strategy.

Doug is a native Floridian and was born in Okeechobee. He is glad to be back living in Polk County, where he grew up and graduated from Winter Haven High School and Polk State College. He is also a graduate of Florida State University, where he earned his Bachelor of Science in Finance and Marketing in 1996.

Doug and his wife Tammy have three children, and they reside in Auburndale. He enjoys spending time with his family, playing golf and watching Florida State athletics and auto sports. He holds his NASD Series 7, 63 and 66 licenses, as well as the Life, Health and Variable Annuity license from the State of Florida.

Memberships / Activities

• Berkley Charter School, Board Member

Education

• Associate of Arts, Polk State College
• Bachelor of Science in Finance and Marketing, Florida State University
• Infinex Investment Advisor