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Open an Investment Account


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
Executive Vice President, Financial Advisor
Phone: 859.268.1189
Email: whitney.greer@ceterais.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.


Investments are not covered by deposit insurance, are not a deposit or other obligation of, or guaranteed by, Cumberland Valley National Bank and Trust Company, and are subject to investment risks, including loss of the principal amount invested.