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CNB Wealth Management
Accumulation, Preservation, Transfer of Wealth
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        • Citizens National Bank's Wealth Management Division Presents Grant Money to Area Non-Profit Organizations
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        • 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
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CNB Wealth Management Services Overview

John McRae. Senior Financial Advisor, RJFS/Branch Manager. Ranked Number 2 among the top advisors in the State of Mississippi by Barron's Magazine. Click to read full article.
Preserve Your Legacy - Play Video

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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
John McRae. Senior Financial Advisor, RJFS/Branch Manager. Ranked Number 2 among the top advisors in the State of Mississippi by Barron's Magazine. Click to read full article.
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

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.
 

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CNB Wealth Management
State of Mississippi Citizens National Bank has 27 locations in Mississippi to serve you! That's The Power of LocalSM
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