Skip Menu
CNB Wealth Management
Accumulation, Preservation, Transfer of Wealth
  • 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
    • 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
    • Market Commentaries
      • Bond Market Update
      • Weekly Commentary by Dr. Scott Brown
      • Investment Strategy by Larry Adam
    • Raymond James Point of View
    • Investment Glossary
  • Our Team
  • Resource Toolbox
    • Wealth Management News
      • John David Barr recognized as Top 20 Under 40
      • John McRae Recognized by Barron's Magazine
      • Mary Lauren Wilson Receives Certification
      • Mary Lauren Wilson Promoted
      • John David Barr Receives Leader in Finance Recognition
      • Emily Martelli Promoted in CNB's Wealth Management Division
      • Teresa Thornhill - Leading Business Women in Mississippi Top 10
      • Mary Lauren Wilson Joins Citizens National Bank
      • Teresa Thornhill - Leading Business Women in Mississippi
    • Financial Knowledge is Power
    • Financial Calculators
  • Service Standards
  • Contact Us

CNB Wealth Management Services Overview

Preserve Your Legacy - Play Video

Click to play Wealth Management Video

Wealth Management's team of experts is ready to provide professional financial advice when you need it. Citizens National Bank Wealth Management (logo). Downtown Meridian Banking Center, North Meridian Banking Centre, West Hattiesburg Banking Centre
Raymond James Point of View - Explore resources that help you make the most of your life and wealth (Start Exploring Now)
Preserve Your Legacy - Play Video

Click to play Wealth Management Video

Wealth Management's team of experts is ready to provide professional financial advice when you need it. Citizens National Bank Wealth Management (logo). Downtown Meridian Banking Center, North Meridian Banking Centre, West Hattiesburg Banking Centre
Raymond James Point of View - Explore resources that help you make the most of your life and wealth (Start Exploring Now)

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 $1.6 billion 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.

 

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.

Trust Account

 LOGIN 

401(k) Participant

 LOGIN 

Trust Account

 LOGIN 

401(K) Participant

 LOGIN 

Trust Account

 LOGIN 

401(K) Participant

 LOGIN 

CNB Wealth Management
State of Mississippi Citizens National Bank has 27 locations in Mississippi to serve you! That's The Power of LocalSM
Follow us on:
Facebook Link Twitter Link LinkedIn Link YouTube Link Instagram
CDFI
Contact Us  |  Privacy Policy  |  Online Security Policy  |  Accessibility