Wealth Management FAQs

If our clients have a question, we have an answer. Here are a few of the questions we get on a regular basis. If you have any additional questions not referenced here, please feel free to contact us. 

Q: What types of clients does the Wealth Management group at First National Bank work with?

A: Our clients are made up of a broad segment of the community, ranging from the affluent to the ultra affluent. For all of our clients, we focus on their unique situations and create financial solutions that best fit their individual needs, wants and life goals. We offer forward-thinking wealth management services, helping them to acquire, accumulate and retain wealth.

Q: What professional registrations, licenses and designations do the advisors and teams have?

A: Our team and advisors are comprised of:

  • CERTIFIED FINANCIAL PLANNERSTM Professionals (CFP®)
  • Chartered Financial Consultants (ChFC)
  • Certified Public Accountants (CPA)
  • Juris Doctors (J.D.)
  • Registered Financial Consultants (RFC)
  • Fellow, Life Management Institute (FLMI) Accreditation
  • Chartered Financial Analyst® (CFA) Designation  

Q: How many years of experience does the wealth management team have?

A: The team at the Wealth Management group at First National Bank has more than 150 combined years of experience in the financial services industry. Under each professional’s bio, you can view his or her specific experience.

Q: How do I find out how my wealth management advisor is compensated?

A: At the Wealth Management group at First National Bank, we focus on maintaining clear and honest communication with our clients. We believe it is important that you know the various ways we are compensated for our services. While we strive to make clear the nature of our services, if at any time you would like more information about the features of your accounts or the services we offer, please contact your wealth management advisor. As always, printed copies of our materials are available upon request.

Q: Is the Wealth Management group at First National Bank captive to a larger corporation? (i.e., Do you sell proprietary products?)

A: The Wealth Management group at First National Bank is an independent firm that offers unique wealth management strategies, greater flexibility and financial solutions that are based on your life goals. Our obligation is to our clients, and no one else.

Q: How many assets under management does the Wealth Management group at First National Bank have?

A: Currently, our firm has assets under management exceeding $5 billion.

Q: How do you keep your clients informed? What ongoing services can I expect?

A: Actual ongoing services performed are determined by the client and advisor. We maintain open phone lines for our clients to access our team. Our clients are eligible to attend the Wealth Management group at First National Bank educational seminars and events (at no cost). In addition, clients receive regular newsletters and are notified of changes within the industry that may affect them. 

Q: Can disciplines be on hand to support your advisors?

A: Our advisors have complete access to our wealth management teams, which have expertise in financial planning, tax strategies, investment management and trust services … just to name a few. In fact, it’s the teams’ focus to offer comprehensive wealth management strategies for our clients, in support of our advisors.

Latest Updates

  • September Monthly Commentary

    10/13/2017 Read More
  • August Investment Commentary

    10/13/2017 Read More
  • July Investment Commentary

    8/3/2017 Read More

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