Lee Ebanks – AEP®, CTFA, VP/Senior Trust Officer

Lee Ebanks

CBTFL’s wealth management services are designed to serve the needs of our local communities. Instead of a one-size-fits-all strategy, we help you create personalized investment and estate plans that reflect your current circumstances, future goals, and the needs of your family. Our experienced wealth management advisors are at the heart of our friendly and personal approach.

Lee Ebanks is CBTFL’s Vice President & Senior Trust Officer. Lee began his education at the University of Florida, and graduated from the University of South Florida with a B.S. in Business Administration. Lee has over 30 years of experience in trust and investment services. He is nationally recognized as a leader in the field, having been awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers in Washington, DC. This certification is given to a select group of wealth management and trust advisors who must have a certain level of experience, pass an exam, and agree to follow a code of ethics.

In addition to his professional expertise, Lee exemplifies CBTFL’s proud commitment to community banking. He participates in a number of local organizations including the North Central Florida Estate Planning Council and the University of Florida Alumni Association – Titletown Gator Club.

Take the first step toward a stronger financial future. Call Lee directly at 352-291-5997 to schedule a no-obligation appointment. Together we can grow and protect your assets to build a solid foundation now and for generations to come.

 

Connect with Lee on LinkedIn

Need Assistance?

  • Please do not include confidential and/or personal information in this correspondence.
Our Awards: Veribanc Blue Ribbon, Bauer 5-Star & Ocala Banner