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WealthSouth, with assets under management of $1.4 billion, is the wealth management arm of Farmers National Bank, in Danville. WealthSouth provides families and businesses with Investment Management, Trusts, Estates, Retirement, 401(k)s and ESOPs to meet the needs of a constantly changing market environment. WealthSouth has offices in Bowling Green, Danville and Lexington.
Citicorp Community Development is a New York, NY-based company in the Financial Services sector.
Truist Securities is the full-service corporate and investment banking arm of Truist Financial Corporation. With a rich history extending back more than 125 years, Truist Securities offers a robust capital markets and investment banking platform that includes a comprehensive array of strategic advisory, mergers and acquisition and capital markets capabilities for corporate and institutional clients, including sales, trading and research services in both fixed income and equity. The firm also provides corporate finance, asset finance, risk management, liquidity and treasury management solutions to meet clients` full spectrum of financial needs. Headquartered in Atlanta, Truist Securities encompasses more than 1,400 teammates in offices located across the U.S.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Experience more of everything. More service. More value. More solutions to your financial needs. That`s what we are here for. Actually, it`s the only reason we are here. We are interested in what`s going on with you above all else, and our employees are empowered to help you get where you are going, wherever that financial highway needs to take you. We want you to feel how much we truly care about you. At the end of every interaction we have with you, our goal is that little nod and smile that you can`t fight off when you experience something unexpected. That`s the CUTX way.