Thomas Lloyd

Thomas Lloyd is an experienced financial professional currently serving as VP-Financial Advisor at Citizens Bank & Trust and Investment Executive at Infinex Investments, Inc. since March 2023. With a strong background in private banking and wealth management, Thomas held previous positions as Wealth Advisor at Truist Wealth and VP-Private Banking at Bank of Central Florida. Thomas began the career as a Private Banking Associate at BMO Private Banking and progressed to Assistant Vice President/Private Banker II at Wells Fargo. Thomas holds a Bachelor of Science in Finance from The University of Alabama and an Associate of Science in Business Administration and Management from Jefferson Community College. Additionally, Thomas is registered with FINRA having Series 7 and 66, and holds a Life with Annuity license. Thomas also contributes as an Executive Board Member for EXPLORATIONS V CHILDRENS MUSEUM INC since July 2017.