Citizens Wealth Management
Our LPL FInancial Advisors offer comprehensive financial planning assistance. Whether you're a young adult just starting your career, or a couple retiring next month, they are here to help. Simply contact Wes Alred, LPL Financial Advisor, today!
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Retirement Planning
With a variety of planning options available through our LPL Financial Advisors, you can know that you are on the right track. The advisors will work with you to create a comprehensive plan, from accumulation to distributions, keeping your wealth management and retirement goals in mind at all times.
If you have any questions or would like more information on how we can assist you, contact Wes Alred, LPL Financial Advisor. He is happy to help!
College Planning
Our LPL Financial Advisors know that planning for college is hard. That's why they offer access to savings plans that can make it easy for you to plan for your child's education.
If you have any questions, or would like more information on planning for college, contact Wes Alred, LPL Financial Advisor. He is happy to help!
Insurance
Life can take unexpected turns, and protecting your family is important. Our LPL Financial Advisors offer access to life insurance policies that can make a difference. These policies give security to your family, should anything happen. Long term care insurance is also offered to further help protect yourself and your family.
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Wes Alred
LPL Financial Advisor
[email protected]
(256) 264-9303
Scott Belgard
Financial Advisor
LPL Financial
[email protected]
(256) 264-0360
Stephen Freeman, AIF
LPL Financial Advisor
[email protected]
(256) 264-5325
Kelly Waldrop
Registered Sales Assistant
LPL Financial
[email protected]
256-264-9295
BrokerCheck — check the background of this investment professional.
The LPL Financial Registered Representatives associates with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Michigan, North Carolina, New Mexico, Ohio, Pennsylvania, South Carolina, Tennessee, and Texas.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Citizens Bank & Trust and Citizens Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Citizens Wealth Management and may also be employees of Citizens Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens Bank & Trust or Citizens Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
SEC Marketing Rules Short-Form Disclosure
Citizens Bank & Turst provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Citizens Bank & Trust for these referrals. This creates an incentive for the financial Institution to make these referrals, resulting in a conflict of interest. Citizens Bank & Trust is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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