John C. McRae, who is a member of Citizens National Bank’s Wealth Management Division, as well as a Branch Manager and Senior Financial Advisor with Raymond James Financial Services, has received national recognition. McRae was ranked as number 15 out of 100 nationally named advisors by the Bank Investment Consultant’s Top 100 Bank Advisors. Bank Investment Consultant is the leading publication in the bank investment services industry that annually releases this list ranking the top bank investment advisors in the nation. McRae was also named as one of the publication’s Top 100 Bank Advisors in 2013 and 2016.
In acceptance of the honor, McRae said: “To be chosen fifteenth out of the thousands of advisors in the nation says so much about our team. We strive to be the trusted source for financial management in Mississippi and this recognition confirms that CNB’s Wealth Management team is doing things right. I am proud to be given this honor and look forward to continuing to serve our clients in the accumulation, preservation and transfer of wealth.”
He and his wife, Jennifer, live in Meridian and are members of Central United Methodist Church. They have a son, Collier, who is 15 years old, and a daughter, Anne Preston, who is 13 years old.
Citizens National Bank is an independent, Mississippi-owned bank which has 26 bank locations throughout the state of Mississippi. The Bank currently has assets in excess of $1.3 billion and manages an additional $1 billion through its Wealth Management Division and has been in operation since 1888. Raymond James and Citizens National Bank have been working together to provide investment services to the CNB footprint for over 25 years.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by 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. Citizens National Bank and Citizens National Bank Wealth Management are not broker dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services are offered through Raymond James Financial Services, Inc. Raymond James Financial Services, Inc. is located at Citizens National Bank of Meridian 512 22nd Avenue, Meridian, MS 39301 and can be reached at 601-484-5240.
* To compile the list, multiple variables were combined into one composite score. The six categories used are: 1). Assets under management; 2). Trailing 12 month production; 3). Percentage increase in AUM from the previous year; 4). Percentage increase in T-12 production; 5). Amount of fee business; and 6).the ratio of production-per-AUM. The nominees were ranked by each six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/ rating. BIC is not affiliated with Raymond James.