Wealth Management

Seated (left to right): Emily Humphreys-Beher, CTFA, AEP®, VP/Trust Officer; James Anthony, Executive VP; Ann Tallman, CTFA, AEP®, TEP, VP/Trust Officer; (Standing left to right) Doris Peck, AVP/Trust Officer; Lee Ebanks, AEP®, CTFA, VP/Senior Trust Officer; Monty Ergle, CFP®, VP/Trust Portfolio Manager; Melissa Clark, Trust Assistant.

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:

Enhancement of wealth and financial security during your lifetime via our Portfolio Management Services

Orderly and private disposition of assets at death through our Estate Planning Services.

A greater degree of control over your assets during your lifetime and after death through Personal Trusts, including living trusts. 

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. 

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