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Wealth Management

Services

Your financial security means everything to you. A sound financial position is the difference between living comfortably or not, retiring early or later, and leaving a lot or a little to your heirs. We understand the importance of planning for your ideal future, which is why the Wealth Management Center offers you comprehensive financial investment and planning services through the alignment with Raymond James Financial Services, Inc.

Whenever you’re ready, CNB is here for you. Stop by a branch or call us at 1 (865) 429-7521 to learn more about wealth management and financial planning services.


Wealth Management Services

Investment Options

Preserve your money as aggressively or as conservatively as your risk tolerance calls for through a variety of investment vehicles offered through The Wealth Management Center.

Invest for Your Future

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
Insurance Plans

Protect your loved ones from the unexpected through insurance offered through The Wealth Management Center.

Insure for Your Future

  • Life Insurance
  • Long-term Care Insurance
Financial Planning

Design a financial strategy that works for your specific situation and can be adjusted with ease as your life changes.

Plan for Your Future

  • Portfolio Analysis
  • Asset Allocation*
  • Retirement Income Planning
  • Financial Seminars

*Diversification and asset allocation do not ensure a profit or protect against a loss.

 

Securities are offered exclusively through Raymond Financial Services, Inc. Member FINRA/SIPC. Securities are not FDIC insured or insured by any other government agency or bank insured, are not deposits or bank obligations, are not guaranteed by the bank, and are subject to risk, including the loss of principal. Citizens National Bank and the CNB Wealth Management Center are not registered broker dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. You can check the background of Raymond James or its investment professionals at FINRA’s BrokerCheck.