Investment Services
More than a quarter century ago, Citizens National Bank recognized the needs of our clients for full-service investment advice. This extended beyond traditional banking services to include guidance for creating a comprehensive investment strategy through our advisors with the affiliation of Raymond James because of the shared corporate culture and commitment to putting our clients’ needs first.
Helping you achieve your financial goals is our mission. A Trusted Financial Advisor can help you design a personalized, comprehensive financial plan. We work with individuals, families, small businesses and institutions. Our Financial Advisors believe in independent solutions focused on you, such as customized portfolios, retirement planning, and transitioning and investing in education.
We understand that life demands managing numerous financial goals at the same time. Let us help you invest in your life.
Meet Our Team
Jessy Najera
Client Services Manager/Registered Sales Assistant, RJFS
Downtown Banking Centre
Research the background and experience of Raymond James financial brokers, advisers and firms by visiting FINRA’s BrokerCheck
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.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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