Ann Tallman – CTFA, AEP®, TEP, VP/Trust Officer

Ann Tallman: AEP, CTFA in The VillagesCommunity Bank & Trust of Florida offers comprehensive wealth management services to individuals within our community. We create investment and estate plans that are uniquely tailored to your needs. Our trusted wealth management advisors offer guidance and financial insights to ensure that you can reach specific goals or preserve your finances for the future.

Ann Tallman is the Vice President & Trust Officer for CBTFL’s office in The Villages. She brings more than 30 years’ worth of experience in wealth management and trust experience to our organization. She graduated from the Florida Bankers Association Trust Graduate School at the University of Florida. She earned her Certified Trust & Financial Advisor (CTFA), Accredited Estate Planner (AEP), and Trust and Estate Practitioner (TEP) designations. She was named the 2010 Florida Bankers Association Trust Banker of the Year. Ann has a strong commitment to her local community and is proud to offer wealth management services to residents of The Villages. She is a member of the  Charitable Gift Planners of Central Florida, Philanthropic Advisors Council of Central Florida, the Florida Bankers Association Trust Division’s Executive and Education Committees, and a Chair of Cornerstone Hospice & Palliative Care Foundation. It’s time to take the first steps towards securing your financial future.

You can reach Ann by calling (352) 259-3070 to schedule a no-obligation appointment. Learn how we can grow and protect your assets to build a solid foundation now and for generations to come.  

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