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Lori J. Wilson, CPA, CTFA

VP, Sr. Trust Advisor

Lori J. Wilson joined Citizens Bank & Trust in 2008 and currently serves as a Senior Trust Advisor in the Lakeland office. As a Vice President and Senior Trust Officer, Lori’s primary focus centers on fiduciary administration, tax planning and managing our client relationships.

Lori began her career as a CPA in Public Accounting where she focused on trust, estate and personal taxation matters. In 1991, she joined Citizens and Southern Bank (aka Bank of America) in their trust tax department and later transitioned to the role of Trust Advisor, where she could utilize her tax background and continue to focus on assisting families with their financial and estate planning needs. Lori has worked with Bank of America, Citrus & Chemical Bank and SunTrust Bank.

Lori feels that building a client’s loyalty and trust are essential when you are designing and carrying out their future plans. “We encourage families to create their own mission statement to aid in establishing their financial and estate plans,” she says. “It gives me great pleasure to work closely with our clients and their families to ensure that their needs and goals are met today and for generations to come. Our trust clients deserve our highest level of service and attention.”

Lori was born in St. Petersburg, Florida and graduated from Stetson University. She currently resides in Lakeland with her husband, Mark and their two children. Lori enjoys skiing and sports activities with her family. She has become an avid runner and is proud of her 2011 run in the Boston Marathon.

Professional Designations

  • Certified Public Accountant
  • Certified Trust and Financial Advisor

Memberships

  • Polk County Estate Planning Council, Past President
  • Board of Governors for the Polk Museum of Art
  • GiveWell Community Foundation, Advisory Council
  • LRMC Estate Planning Advisory Board
  • Polk State College Philanthropic Advisory Council
  • Member of the Florida Institute of CPAs

Education

  • Bachelor of Science, Accounting Degree from Stetson University
  • Florida Graduate Trust School
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LORI J. WILSON, CPA, CTFA

VP, Sr. Trust Advisor
Lori.Wilson@citizens-bank.com

Easy Access

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