Wealth Management Team

We are looking forward to the opportunity to meet you and help you achieve your wealth management objectives. Our Wealth Management team is specialized in distinct areas to serve your specific needs. Below you will find a link to each Wealth Management division, team member bios and how to contact them.

You may also speak with a Wealth Management representative by calling
1-855-243-6211.

 




Wealth Management Solutions: Private Banking • Professional Banking • CB Financial Services1 • Trust and Investment Services2

1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), 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. Investments are:

• Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

2 Columbia Bank Trust and Investment Services operates through Columbia Bank, a wholly owned subsidiary of Columbia Banking System. Investments are: 

• Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by the bank • May go down in value • Consult your attorney as to your applicable situation.