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Doug McPherson

VP, Private Banking Officer

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

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Citizens Financial Group is a trade name of Citizens Bank & Trust. Infinex is not affiliated with the bank. 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.

Doug McPherson

DOUG McPHERSON

VP, Private Banking Officer
Doug.McPherson@citizens-bank.com

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