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Home > Wealth & Asset Management > CNB Wealth Management

CNB Wealth Management

We want you to make the most of your financial resources. You've worked hard for your money. No matter where you find yourself in life, putting kids through college, starting your retirement fund, or maybe your retirement years aren’t as far away as they once were. You certainly don't want it to be a struggle, and you don't want to have to rely on social security benefits to get you through.

Fortunately, we can help. To assist you with planning your financial strategy, CNB Bank has formed a service agreement with Securities America, Inc., Member FINRA/SIPC. Through this service agreement, you have access to a full range of financial options, including financial needs analysis, mutual funds, annuities, life insurance and more.

Financial Consultants, Craig Ball, Shawn Amblod and Mike Love, are available to help you understand your financial options or answer questions about how your investments are performing. They are also prepared to assist in tailoring a program designed to help meet your individual retirement goals, whether you're looking for income, tax savings, growth opportunities, or all of the above. As your financial situation changes, Craig, Shawn or Mike can also help you review your portfolio and suggest areas that may need adjustment.

It's important to make the right decision with the money you've worked so hard to save. We can help you plan for your retirement. Together we can help you work toward your financial goals.

Products and Services Available

  • Equities and Fixed-Income Securities
  • Mutual Funds
  • Fixed and Variable Annuities
  • Life Insurance
  • IRAs and IRA Rollovers
  • 401(k) and 403(b) Rollovers
  • Pension Rollovers
  • Business Retirement Plans
  • College Investment Programs
  • Comprehensive Financial Analysis
  • Portfolio Review
  • Research
  • Initial investment evaluations of existing securities
  • Design of portfolios and asset allocation

It's easy to arrange a confidential financial review. You may contact Craig, Shawn or Mike directly at 814-765-9621 or ask your branch office about setting up an appointment.

Craig manages the investment program in the Clearfield area and works out of the Bank's Main office in Clearfield. He has experience in various positions in banking, insurance and investment areas and holds life, health, disability income insurances, annuities licenses and FINRA series 7 and 66 securities registrations through Securities America.

Shawn manages the investment program in the remaining southern region, including the Moshannon Valley area, Philipsburg, Northern Cambria, Punxsutawney and DuBois.  He works out of the CNB Bank office in DuBois. He has experience in investment banking and  holds numerous licenses in securities series 7 and 63, life, health, disability income insurances and annuities.

Working from our Ridgway office, Mike is responsible for managing CNB's investment program in the northern region, and holds life, health, and annuities licenses and FINRA series 7, 63 and 65 securities registrations through Securities America.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Securities America, Inc. registered representatives may only conduct business with residents of the states for which they are properly registered.
Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Securities America, Inc., Member FINRA/SIPC.  Shawn Amblod, Craig Ball,  and Mike Love, Registered Representatives.   Craig Ball and Mike Love, Investment Advisor Representatives, offer advisory services through Securities America Advisors.  Securities America and all entities named are unaffiliated.  Securities licensed in PA, OH, FL, NY, MI, NC, SC, MD, VA, IN, MA.


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Copyright © CNB Bank

Headquarters: 1 South Second Street | P.O. Box 42 | Clearfield, PA 16830

Phone: 1 (800) 492-3221 | Fax: 1 (814) 765-8294

Email: CustomerServiceCenter@CNBBank.bank

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