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Fiduciary & Investment Management Services

Whether it’s managing your organization’s retirement plan or seeking to help you and your colleagues manage assets and plan for financial goals, our fiduciary and investment management services work in your best interest.

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Relationship-oriented Investing

As a client of F.N.B. Wealth Management, you and your organization have the opportunity to take advantage of our relationship-oriented group of investment professionals to manage your related trust and investment accounts. As your fiduciary, we seek to develop an investment strategy and provide the support services that let you focus on your career and the causes most important to you. Our team includes a Wealth Advisor, Portfolio Advisor and Relationship Advisor, all locally based and providing you with client service. Our team seeks to help you plan for your long-term needs.

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Dedicated Professionals

As your fiduciary, we are bound to act in your best interest. F.N.B. Wealth Management seeks to offer you and your organization a retirement plan and investment management solutions to fit your firm's goals. You’ll work with experienced, locally-based investment professionals. We serve as your Investment Fiduciary and provide a broad range of services including plan administration support, customized investment strategy,and investment advice.

Strategies

We seek to create investment strategies for your unique needs. We offer periodic reviews of your plan to ensure ongoing compliance.

Performance-oriented Results

You can depend on F.N.B. Wealth Management to provide you and your organization with performance-oriented retirement plans seeking to make your life easier and to give you the financial future you envision.

Key Features

  • Fiduciary is focused on your best interests
  • Personal service
  • Retirement planning
  • Team approach to providing support

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Talk to the professionals at F.N.B. Wealth Management

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Notices & Disclosures

1Products and services offered through F.N.B. Wealth Management, which refers to the combined offerings of First National Trust Company and F.N.B. Investment Services (a marketing name for Cetera Investment Services LLC/Cetera Investment Advisers LLC). Located at: 626 Washington Place Pittsburgh, PA 15219 / 1-877-871-7680.

2F.N.B. Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRARedirect icon/SIPCRedirect icon.Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at https://cetera.com/Redirect icon

Check the background of a F.N.B. Investment Services professional on FINRA’s BrokerCheckRedirect icon. Click here to view Cetera Investment Services Privacy PolicyRedirect icon, other Important InformationRedirect icon and Business Continuity PlanRedirect icon

Investments are:

Not FDIC/NCUSIF Insured Not Financial Institution Guaranteed May Lose Value
Not Insured by Any Federal Government Agency Not a Bank Deposit

For more information about F.N.B. Wealth Management's alternative sweep product, please refer to: FNB Daily DisclosuresPDF Document Icon.

F.N.B. Wealth Management does not provide legal, tax or accounting advice.

*A CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is given to those who have completed the CFP® program administered by the CFP Board. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

*A Certified Trust and Fiduciary Advisor (CTFA) designation is given to those who have met eligibility requirements and passed the CFTA examination administered by the American Bankers Association (ABA).

Redirect icon - For your convenience, First National Bank (FNB) provides links to third party service providers. By clicking this link you agree to leave FNB’s website and will be routed to a third-party site outside the control of FNB. FNB does not provide, and is not responsible for, the products, services, or overall website content available at a third-party site. FNB does not endorse or guarantee the product, information or service on any third party’s website. FNB’s privacy policy does not apply to the linked website; we encourage you to read and evaluate the privacy and security policies of the site you are entering.

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