Affluent clients, and those who are fast approaching that status, face their own unique set of financial situations and needs. First National Bank has provided guidance to these clients for six generations, and offers an experienced team that includes investment managers, trust professionals and private banking specialists – all with a deep understanding of wealth management and the needs of clients who seek to protect and maximize the value of their wealth.

Discover how First National Wealth Management can help address complex issues and identify the right solutions for you and your family.

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Featured Products & Services:

  • Guiding affluent and emerging-affluent clients through complex situations
  • Investment management
  • Private banking
  • Trust

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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.

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. First National Bank and the Investment Center are independent of Raymond James Financial Services.

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