Wealth Management

Wealth Management Team

Seated (left to right): Emily Humphreys-Beher, CTFA, AEP®, VP/Trust Officer; Cindy Van Heyde, VP/ Private Wealth Advisor; Lee Ebanks, AEP®, CTFA; SVP/Senior Trust Officer; Ann Tallman, CTFA, AEP®, TEP, VP/Trust Officer; Doris Peck, AVP/Trust Officer; (Standing left to right) John Cervellera, AVP/Trust Portfolio Manager; Billy Woods, General Counsel; Melissa Clark, Trust Administrative Officer; Monty Ergle, CFP®, VP/Sr. Trust Portfolio Manager.


Managing Your Wealth for the Present, the Future and for Your Family

In financial markets and in life, there are many changes and currents. How you plan for and navigate those currents determines how well you will live now and in the future, impacting the well-being of your family for generations to come. At Community Bank & Trust of Florida we help you build both a life and a wealth plan, focusing on you — where you are in life, your most important goals and the concerns and needs of your family.

Our Wealth Management Services can help you achieve

Let’s work together to grow and protect your assets and build a solid foundation for now and the future. Call our Wealth Management department in our Ocala headquarters at 352-369-1000 to schedule a no-obligation appointment. Meetings can be arranged at any of our branch offices located in Ocala, Belleview, Gainesville, Summerfield and The Villages.

Investments are Not FDIC insured; Not deposits, obligations of, or guaranteed by any bank. Subject to risks, including the possible loss of principle amount invested. 

Meet the Trust Department

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