The investment experts at Citizens Bank are ready to help your business achieve sustainable growth.

Whether your business has extensive investment experience or is just starting to think about building a portfolio, our business-savvy Raymond James Financial Advisors can help map out a smart strategy. They offer a broad range of investment products and services and are proud to extend to continue our 90-year tradition of individualized service to small and midsized businesses across Tennessee.

Investment Products

Our specialists can help diversify your firm’s investment portfolio with the acquisition and management of most financial products. We also have a range of options for annuities and fixed and variable life insurance policies that can serve as strategic investment vehicles and ensure that your team has the financial security they need.
  • Stocks & Options
  • Annuities & Life Insurance – Fixed and Variable 
  • Bonds
  • Mutual Funds 
  • Unit Investment Trusts 

Investment Services

Our investment partners can give you expert advice about Roth IRAs and 401k retirement accounts, asset management, and all aspects of financial planning – backed with research by S&P, Value Line, and Credit Suisse. We can also help to unravel the complexities of life, health, and long-term care insurance so you can help your team make the best choices for themselves and their families.

  • Retirement Accounts 
  • Financial Planning & Portfolio Development 
  • Asset Management Services 
  • Research provided by Standard & Poor's, Value Line, Credit Suisse and Raymond James 
  • Life, Health and Long-term Care Insurance Services 
  • Corporate & Public Finance 

Want to speak to our partners directly? Visit the Raymond James Financial Services Tri-Cities website or email them at