At Florida Traditions Financial Services we are committed to helping our clients turn their aspirations and financial dreams into realities.  Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

Through our partnership with LPL Financial, our clients have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.

Products and Services

Stocks & Bonds	Individual Retirement Accounts
Tax Advantaged Investments	Business Retirement Plans
Mutual Funds	Retirement Planning
Annuities	Education Planning & 529 Plans
Insurance Products	Professional Asset Management
Trust Services	Financial & Estate Planning

To learn more about these and other investment tools, contact your local FTB branch or our financial consultant Michael Waters, CFP at 352-518-1514 or toll free 888-518-1514.

Connect to Florida Traditions Financial Services

Securities, Investment Advisory Services and Insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC and a registered investment advisor. Florida Traditions Bank and Florida Traditions Financial Services are not registered brokers/dealers, nor are they affiliated with LPL Financial. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

•     Not a deposit •     Not FDIC insured •     Not insured by any federal government agency •     Not guaranteed by the bank •     May go down in value.