Wealth Management Services Since 1927
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 $970 million in assets.
We are 17 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.
*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.
Securities 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. Citizens National Bank is not a tax expert or CPA. Consult a tax expert or CPA.