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Nathan Adams has been hired as an Infinex Financial Advisor with Citizens Financial Group, a subsidiary of Citizens Bank & Trust. “We are excited about Nathan joining our team”, said Citizens Bank & Trust President Greg Littleton”. “As we strategically grow our Wealth Management Department, we look for those individuals who not only have a strong financial services background, but who also have a customer-centric approach to investment management. Nathan, along with our entire wealth management team, fits that perfectly.” Adams is a Certified Wealth Strategist, and was previously Assistant Vice President/Wealth Management Advisor for the Ingram Financial Group in Winter Haven. His experience includes financial advising, including insurance, tax and retirement planning. Adams holds a B.S. in Finance from Florida State University.
Citizens Bank & Trust, founded in 1920 in Frostproof, Florida, is a full service financial institution providing personal and commercial banking deposit and loan products, along with trust and investment services. Branches are located in Auburndale, Bartow, Dundee, Frostproof, Haines City, Lake Wales, Lakeland and Winter Haven. For more information on Citizens Bank & Trust, visit www.citizens-bank.com. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Citizens Financial Group is a subsidiary of the bank. Infinex is not affiliated with either entity. 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.
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