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Open an investment account

Investing in your future to make financial goals a reality begins by building a relationship with a local, trusted financial expert.

Meet your CVNB financial advisor

To open an investment account with CVNB, start by setting up an appointment with your local financial advisor, Whitney Greer:
Whitney Greer profile pictureWhitney Greer
Executive Vice President, Financial Advisor
Phone: 859.268.1189 or 800.999.3126
Email: whitneygreer@CVNB.com








Keeping up with changes

What’s your return on investment? As your local financial expert, Whitney will work with you to ensure that your investment brokerage account and savings are on track with your life changes and milestones.

What to expect

During your meeting, Whitney will discuss your savings and investing goals and financial outlook. She’ll then look at your unique situation to create a customized, realistic plan for college savings, retirement, or 401(k) retirement account.

Be sure to bring the following information to your meeting:
  • Driver’s license or government-issued ID
  • Social Security number
  • Contact information (including address and telephone)
  • Birthdate
  • Insurance information
  • Budget information (including financial statements and income and expenses)

FAQs

Q. How do I open an investment account?
A. Start by setting up an appointment with CVNB financial planner Whitney Greer.

Q. What type of investment account should I open?
A. The answer to this question is highly individualized and depends on your financial situation. Please reach out to Whitney Greer for customized recommendations.

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