Infinex Financial Group Signs Community Bank & Trust of Florida

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Deciding Factors Include Ownership Structure, Personal Support and Focus on Financial Institutions

Community Bank & Trust of Florida, a $725 million bank with branches in North Central Florida, has selected Infinex Financial Group (Infinex) as its new broker/dealer. Florida Community Financial Services has completed the conversion from Invest Financial to Infinex. Both organizations look forward to a successful, long-term partnership.

“As our program grows, it was important that we partner with a broker/dealer that really understands the community banking model. As their shareholders are made-up of community banks, Infinex has a real commitment to banks like ours. Also, the stability of the firm, having had the same leadership team and ownership structure in place for many years, is very attractive. By leveraging their resources and support, we will be able to take our investment program to the next level by offering quality wealth management products to the communities we serve,” said Hugh Dailey, CEO and President of Community Bank & Trust.

“We reviewed just about every investment firm during our due diligence process,” stated David Johnson, senior Financial Advisor of Florida Community Financial Services. “We selected Infinex because they seemed like the best fit for our customers, our bank and our program. They are committed to the financial institution space and all of their resources are geared towards helping advisors in banks gather more assets and provide better service to their clients.”

“The Infinex team is very excited that Community Bank & Trust of Florida has chosen to partner with us,” said Stephen Amarante, Infinex’s President and CEO. “Our ability to help them implement best practices, our personalized relationship support model and our lead generation process, will all help them grow their program.”

Financial institutions or advisors interested in learning more about Infinex can contact the Business Development Team at 1-800-218-2827 or visit

About Infinex Financial Group
Infinex is a leading provider of investment, insurance, and wealth management products and services to financial institutions and their customers. The firm, headquartered in Meriden, CT, has a unique history of being formed by banks, owned by banks, and focused on providing service to financial institutions.

For more information, please visit Infinex at

About Community Bank and Trust of Florida
Community Bank & Trust of Florida was established in 1998. The bank is a member of the FDIC and currently has 11 full-service banking offices with locations in Belleview, Gainesville, Ocala, Summerfield and The Villages. Its primary businesses are comprised of deposit, credit, trust, residential and commercial loans and investment services. The company has over $720 million in assets and employs 135 people.

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Brittany Chambers

Tara Bauer
Community Bank & Trust of Florida
(352) 369-1000
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