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Wealth Management Services

We want you to make the most of your financial resources. You've worked hard for your money. You may have kids to put through college, and your retirement years may not feel as far away as they once were. You certainly don't want it to be a struggle, and you don't want to have to rely on social security benefits to get you through.

Fortunately, we can help. To assist you with planning your financial strategy, CNB has teamed with LPL Financial Services, Member FINRA/SIPC. Through this service agreement, you have access to a full range of financial options, including financial needs analysis, mutual funds, annuities, life insurance and more.

Financial Consultants, Craig Ball and Natalie Barnett, are available to help you understand your financial options or answer questions about how your investments are performing. They are also prepared to assist in tailoring a program to help meet your individual retirement goals, whether you're looking to start saving for a steady retirement income, tax savings, investment growth or all of the above. As your financial situation changes, Craig and Natalie can also help you review your portfolio and suggest areas that may need adjustment.

It's important to make the right decision with the money you've worked so hard to save. We can help you plan for your retirement. Together we can help you work toward your financial goals.

Products and Services Available

• Equities and Fixed-Income Securities
• Mutual Funds
• Fixed and Variable Annuities
• Life Insurance
• IRAs and IRA Rollovers
• 401(k) and 403(b) Rollovers
• Pension Rollovers
• Business Retirement Plans
• College Investment Programs
• Comprehensive Financial Analysis
• Portfolio Review
• Research
• Initial investment evaluations of existing securities
• Design of portfolios and asset allocation

It's easy to arrange a confidential financial review. You may contact Craig or Natalie directly at 800.492.3221 or ask your branch office about setting up an appointment.

Craig manages the investment program in the southern region and works out of the Bank's Main office in Clearfield. He has experience in various positions in banking, insurance and investment areas and holds life, health, disability income insurances, annuities licenses and FINRA series 7 and 66 securities registrations through LPL Financial.

Working from our DuBois office, Natalie is responsible for managing CNB's investment program in the northern region, and holds life, health, disability income insurances, annuities licenses and FINRA series 6, 63 and 7 securities registrations through LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities and insurance products offered by LPL Financial and its affiliates, member FINRA/SIPC. Investment advisory services offered by LPL Financial, a SEC registered investment advisor. LPL Financial and CNB Bank are independent entities.