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Tom Lloyd
Financial Advisor
Tom Lloyd is an Osaic Institutions, Inc. Financial Advisor with Citizens Financial Group, a subsidiary of Citizens Bank & Trust. For more than fourteen years, Tom has worked predominately in the Private Banking/Wealth Management space. He holds a B.S. in Finance from the University of Alabama.
Tom is passionate about serving and volunteering. He has coached his children’s baseball, basketball, and soccer teams. He is also a graduate of Leadership Lakeland (Class 36) and Leadership Polk (Class 15). Tom serves on the Board of Directors for the Central Florida Speech & Hearing Center and is a past chair of the Florida Children’s Museum. In his spare time, he enjoys traveling with his family, playing tennis, and golf.
Tom's Commitment
My commitment is to provide the highest level of customer service to each client. My approach is extremely personal, taking the time to listen and understand the critical aspects of my clients’ lives. This allows me to develop solutions specifically designed for their individual financial well-being, and make adjustments, as their needs change.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Citizens Financial Group is a trade name of Citizens Bank & Trust. Osaic Institutions is not affiliated with the bank. Products and services made available through Osaic Institutions 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.
Please do not send confidential information when emailing Citizens Bank & Trust staff.
Easy Access
Our Mobile Banking Services provide 24/7 access to your Citizens Bank & Trust accounts through your tablet or smartphone. This gives you the ability to conveniently pay your bills, check your balances, make transfers, deposit checks and much more while on the go.
