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wealth.yourcnb.com
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Title:Home - CNB Wealth Management
Description:1031 Qualified Intermediary Exchanges Lean on our expertise to guide you through the process of 1031 like-kind exchanges Read more about 1031 Qualified Intermediary Exchanges
Keywords:Wealth management,Financial advisor/planner...
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Wealth management | 9 |
Financial advisor/planner | 0 |
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Skip Menu YourCNB Home Services 1031 Qualified Intermediary Exchanges Corporate Trust Estate Administration Estate Planning Family Office Management Institutional Custody Investment Management Proprietary Portfolio Analysis Natural Resources Management Personal Trust Types of Trusts Retirement Planning Retirement Planning - Individuals Retirement Planning - Institutions Financial Services by Raymond James Advisors Our Services Our Story Our Strength Meet Our Team Investor Access Login Weekly Market Snapshot Our Team Resource Toolbox Financial Knowledge is Power Market Commentaries Raymond James Point of View Market Snapshot Update Financial Calculators In the News Wealth Management Articles John McRae Ranked No. 2 Among Top Advisors in Mississippi Mary Lauren Wilson Receives Certification John McRae Ranked No. 3 Among Top Advisors in Mississippi Mary Lauren Wilson Promoted John McRae Receives National Recognition (Ranked 22 of 100) Alana Jones Joins Wealth Management Citizens National Bank Wealth Management Supports Foundation Citizens National Bank Presents Over $71,000 in Grant Money to Local Non-Profits Janice Bradley Achieves Further ABA Certification in Trust John David Barr Receives Leader in Finance Recognition Emily Martelli Promoted in CNB's Wealth Management Division Citizens National Bank Presents Over $74,000 in Grant Money to Local Non-Profits Teresa Thornhill - Leading Business Women in Mississippi Top 10 Mary Lauren Wilson Joins Citizens National Bank Teresa Thornhill - Leading Business Women in Mississippi Citizens National Bank Presents Over $90,000 in Grant Money to Local Non-Profits Janice McCauley Bradley Joins Citizens National Bank's Wealth Management Division Citizens National Bank Presents Over $78,000 in Grant Money To Area Non-Profit Organizations Raymond James Articles John McRae Ranked No. 2 Among Top Advisors in Mississippi John McRae Ranked No. 3 Among Top Advisors in Mississippi John McRae Receives National Recognition (Top 100 Bank Advisors) Tracey Garrett Joins Wealth Management John McRae Receives National Recognition (Bank Investment Consultant) Morning Track by Jeffrey D. Saut, Chief Investment Strategist John McRae Named to Prestigious Chairman's Council Investment Glossary Service Standards Contact Us CNB Wealth Management Services Overview Close Personalized Wealth Management Citizens National Bank Wealth Management is a division of Citizens National Bank. Our goal is to be your trusted financial advisor. We have provided trust and investment management services since 1927 and over a quarter century ago added full-service investment advice. We are the only local full-service trust department in Lauderdale County, and we also offer full trust services at each of our other branches across Mississippi. We currently manage and administer over $1.2 billion in assets. We are 18 professionals strong with over 275 years’ combined experience in banking, trust and investments. Among us are CERTIFIED FINANCIAL PLANNER™* Sean Priebe and Chartered Financial Analyst John David Barr**, a tax attorney, a paralegal, and numerous individuals who have attained master’s degrees and hold General Securities Representatives licenses. Through our collective experience and expertise, we provide personalized financial advice to assist with the accumulation, preservation and transfer of wealth. Research the background and experience of Raymond James financial brokers, advisers and firms by visiting FINRA's BrokerCheck. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. **Not affiliated with Raymond James. Market Commentaries Gain insight from Dr. Scott Brown, Jeffrey Saut and other professionals. Raymond James Point of View Explore resources that help you make the most of your life and wealth. Weekly Market Snapshot Stay informed with timely economic overviews. Financial Services Powered by Raymond James LOGIN Trust Account LOGIN 401(k) Participant LOGIN Market Commentaries Gain insight from Dr. Scott Brown, Jeffrey Saut and other professionals. Raymond James Point of View Explore resources that help you make the most of your life and wealth. Weekly Market Snapshot Stay informed with timely economic overviews. Financial Services Powered by Raymond James LOGIN Trust Account LOGIN 401(K) Participant LOGIN Financial Services Powered by Raymond James LOGIN Trust Account LOGIN 401(K) Participant LOGIN Citizens National Bank has 27 locations in Mississippi to serve you! That's The Power of Local SM Follow us on: Contact Us | Privacy Policy | Online Security Policy | Accessibility...
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