Chad Harris, president of FNB Wealth Management, cited a need for a partner that aligns with the firm’s emphasis on responsiveness and direct service. According to Harris, the transition to Cetera has already streamlined operations, noting that the new partner’s hands-on approach removes the administrative friction of being transferred between departments. This shift is designed to support the firm’s core mission: providing rural communities with the same level of financial planning sophistication typically reserved for major urban centers.
In section Releases
FNB Wealth Management Shifts Investment Partnership to Cetera
FNB Wealth Management has officially transitioned its investment services program from LPL Financial to Cetera Financial Institutions, aiming to bolster client engagement across its five Alabama locations. The move marks a strategic pivot for the community-focused firm, which has operated in northwest Alabama for roughly 25 years.
Fallon Hunt, vice president at the firm, emphasized that the decision was rooted in the desire to deepen long-term client relationships through life’s various milestones, from college savings to retirement planning. LeAnn Rummel, president and CEO of Cetera Investment Services, welcomed the partnership, highlighting the firm's quarter-century history of serving Alabama clients. As of early 2026, Cetera manages $296 billion in assets, supporting a network of approximately 12,000 advisors and institutions.
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