FNB Wealth Management Collaborates with Cetera to Enhance Investment Offerings for Clients

FNB Wealth Management Partners with Cetera Financial Institutions

FNB Wealth Management has taken a significant step in enhancing its investment services by collaborating with Cetera Financial Institutions. This partnership marks a strategic move aimed at strengthening the level of care and financial expertise offered to its clients across five locations of First National Bank in northwest Alabama.

Founded around 25 years ago, FNB Wealth Management was established with a mission to provide comprehensive financial planning to clients in rural areas, matching the accessibility found in larger urban centers. Under the leadership of Chad Harris, the firm continues to emphasize support for clients on their journey through critical life stages such as retirement planning, saving for college, and achieving financial goals.

Harris expressed satisfaction with Cetera’s engagement, stating, "Cetera has been everything they said they would be. Their team delivers consistently on their promises, ensuring effective communication and immediate support. It feels like a family at Cetera, and we’re proud to be part of their community."

The decision to shift from their previous broker-dealer, LPL Financial, to Cetera was driven by a desire to find a partner that reflects FNB Wealth Management’s values of responsiveness and commitment to client service. Fallon Hunt, Vice President at FNB Wealth Management, shared her enthusiasm for building lasting relationships with clients, emphasizing the importance of guiding individuals through varying financial stages. She stated, "Getting to walk alongside people during significant moments in their lives is incredibly rewarding."

LeAnn Rummel, President and CEO of Cetera Investment Services, welcomed FNB Wealth Management, highlighting their dedication to serving local communities. Rummel remarked, "We are thrilled to partner with FNB Wealth Management, aligning with their mission to provide exceptional financial planning services to those who have been overlooked in rural areas."

Cetera, known for its robust technology and support systems, aims to empower financial institutions, ensuring they deliver high-quality investment experiences to their clients. With an impressive track record of managing approximately $630 billion in assets, Cetera’s ecosystem allows financial professionals the flexibility to grow and scale their services effectively.

As they embark on this partnership, Cetera and FNB Wealth Management are poised to create more opportunities for individuals in North Coast, Alabama, to engage confidently with their financial futures. Interested parties are encouraged to visit the Cetera Financial Institutions website for further information.

About Cetera

Cetera is recognized as a premier financial advisor Wealth Hub, providing independent advisors and financial institutions with personalized support. With around 12,000 advisors and extensive resources, Cetera fosters a community-driven culture that prioritizes the growth and success of its advisors. Their model blends traditional investment strategies with modern technology, promoting consistent growth in the finance sector.

Investments made through Cetera are important to note, as they are not insured by the FDIC or any federal agency and carry associated risks, including the potential for loss of value. As of 2026, the firm’s high satisfaction ratings reflect their commitment to client care, garnering over 43,000 five-star reviews from their advisor network, indicating an ongoing focus on superior investment service delivery.