Financial Advisor, RJFS
136 North Hills Street
Wendy is a Financial Advisor at Citizens National Bank’s Wealth Management’s North Meridian Banking Centre.
She joined CNB is April 2003 and has over 15 years of Banking and Wealth Management experience. In 2014 Wendy joined the Wealth Management Division.
Wendy is a graduate of Mississippi State University with a Bachelor of Business Administration. She holds the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law) and the Series 65 (Uniform Investment Adviser Law Examination) and State of Mississippi Life, Health and Variable Insurance License.
Currently Wendy is a participant in the Raymond James Advisor Mastery Program that focuses on refining her practices, creating strategic plans and effectively serving clients.
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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. Citizens National Bank and Citizens National Bank Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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