Citizens Financial Group recently welcomed certified wealth strategist and financial expert Nathan Adams as its newest team member recently in Lake Wales, Florida as an Infinex Financial Advisor for the Citizens Bank & Trust subsidiary.
“We are excited about Nathan joining our team,” Citizens Bank & Trust President Greg Littleton said. “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.”
Previously, Adams served as an assistant VP for wealth management with the Ingram Financial Group, located in Winter Haven. With a bachelor’s degree in finance from Florida State University, he has extensive experience in insurance, tax and retirement planning.
Citizens Bank & Trust, established in 1920 in Frostproof, Florida, serves personal and commercial banking needs throughout the state, with branches in eight communities.
Infinex offers investment and insurance products. It was founded in 1993 and is headquartered in Meriden, Connecticut and Midlothian, Virginia. As a full service broker-dealer, it practices a high level of commitment to its clients as it works closely with financial institutions such as Citizens to uphold and maintain best industry practices.
35 Lake Morton Dr
Lakeland, FL 33801-5342