Wealth Management Services

  • Wealth
  • Wealth Management Services

Wealth Management Services

At CNB Bank & Trust, N.A., we believe financial success looks different for everyone—and we’re here to help you define and reach yours.

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Investment Management

Grow and protect your assets with a personalized investment strategy aligned with your goals and risk tolerance. Our staff provides portfolio oversight backed by fiduciary care.

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Estate Planning

Protect your legacy and provide peace of mind with a well-structured estate plan. We work with you to develop strategies that reflect your wishes, reduce complexity for your heirs, and ensure long-term asset preservation.

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Retirement Planning

Retirement should feel rewarding, not uncertain. Whether you're just getting started or nearing retirement, we help you build a plan focused on income security, investment performance, and lifestyle goals.

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Comprehensive Financial Planning

We help individuals and families plan for every stage of life, offering tailored strategies that integrate investments, retirement, tax planning, and more.

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Institution & Nonprofit Services

We partner with foundations, schools, municipalities, and nonprofits to provide investment oversight, board support, and long-term sustainability planning.

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Ready To Start the Conversation? 

 Let’s talk about how we can support your goals with personalized, professional guidance.

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Meet Our Team

Peter W. Gruben

CFA | Chief Investment Officer

Norma Bellcoff

Vice President & Senior Trust Officer | Director of Wealth Management

Amy Warren

Vice President & Trust Officer

Victor Henson

MBA, CTFA | Trust & Business Development Officer

Michael Oeser

Business Development Officer

Marian Toth

Trust Administrator

Becca Johnson

CTFA | Trust Officer

Additional Resources

Wealth & Estate Services Glossary

Visit our Wealth & Estate Services Glossary for clear definitions and helpful explanations that are designed to help you make confident, informed decisions.

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Frequently Asked Questions

Explore our Frequently Asked Questions to learn more about our Wealth Management services, what to expect, and how we can help you reach your goals.

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Please Select Your Local Branch

Branches
  • Alton
  • Brighton
  • Carlinville
  • Carrollton
  • Chapin
  • Clayton, MO
  • Edwardsville / Glen Carbon
  • Hillsboro
  • Jacksonville
  • Jerseyville
  • Litchfield
  • Oak Forest
  • Palos Heights
  • Pittsfield
  • Taylorville
  • Tinley Park
  • Virden
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