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Wealth Management


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, The Wealth Management Center 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 in an aggresive or conservative way based on the risk that you desire with a variety of Investments options 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 by 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 offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Citizens National Bank or The Wealth Management Center is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

You can check the background of Raymond James or its investment professionals at FINRA’s BrokerCheck.

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