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.
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