Investments
RAYMOND JAMES®
No matter what your financial goals are, Citizens Bank can help you get there.
Whether you’re looking to save for college, plan for retirement, or anything in between, our friendly and experienced Raymond James Financial Advisors will take the time to understand your priorities and help you to explore all your options. They offer a broad range of investment products and services and are proud to extend to you our tradition of personalized service in East Tennessee.
Investment Products
Our professionals can help you diversify your investment portfolio with the acquisition and management of stocks, options, bonds, mutual funds, and unit investment trusts. They also have a range of options for annuities and fixed/ variable life insurance policies that can serve as strategic investment vehicles and help ensure that your loved ones will always have the financial support they need.
- Stocks & Options
- Annuities & Life Insurance – Fixed and Variable
- Bonds
- Mutual Funds
- Unit Investment Trusts
Investment Services
Our investment partners can also give you comprehensive 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. They can also help you to unravel the complexities of life, health, and long-term care insurance and make the choice that’s best for you and your family.
- Retirement Accounts
- Financial Planning & Portfolio Development
- Asset Management Services
- Research provided by Standard & Poors, 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 call 423-928-8361
- Not deposits;
- Not insured by FDIC or any other governmental agency;
- Not guaranteed by the financial institution;
- Subject to risk; may lose value;
- Citizens Bank and Citizens Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services
- Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Check the background of these investment professionals on FINRA's BrokerCheck.
Todd Blankenship | Branch Manager / Financial Advisor
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Cullen Cusack | Financial Advisor
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Danielle Swain | Client Relationship Consultant
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Citizens Investment Services and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Citizens Bank and the Citizens Investments are separately owned and operated and not independently registered as broker-dealers or investment advisers.
