Investment Advisory Solutions
F.N.B. Wealth Management uses a team approach that seeks to plan for your goals and objectives, with the flexibility to design your portfolio based on your complex challenges and your changing needs.
F.N.B. Wealth Management uses a team approach that seeks to plan for your goals and objectives, with the flexibility to design your portfolio based on your complex challenges and your changing needs.
As a client of F.N.B. Wealth Management, your executive team has the opportunity to take advantage of our relationship-oriented group of investment professionals. We provide flexible solutions that seek to help you achieve your unique financial goals. Our team includes a Wealth Advisor, Portfolio Advisor and Relationship Advisor to deliver a high level of face-to-face personal service. We seek to help you plan for your evolving long-term needs.
We have solutions specific to executives. F.N.B. Wealth Management seeks to develop working relationships that assists our executive clients to make informed financial decisions on the complex issues they face. We help develop comprehensive investment strategies that align with your circumstances, evolving priorities and long-term goals. We develop a written Investment Policy Statement that defines the appropriate risk profile. This statement includes your goals and objectives, and is designed to create a portfolio tailored for your specific needs.
Your advisors evaluate your needs for financial planning, private banking services, trust services, retirement planning, estate planning and life insurance/risk management. We do this by utilizing our in-house professionals: Certified Public Accountants, Certified Financial Planners and Chartered Financial Analysts. We listen to understand your goals and objectives, and deliver unbiased and flexible results.
Talk to the professionals at F.N.B. Wealth Management — offering comprehensive, flexible solutions to help you enjoy the fruits of your labor.
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 FINRA
/SIPC.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/
Check the background of a F.N.B. Investment Services professional on FINRA’s BrokerCheck. Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan
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 Disclosures
.
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).
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