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C&N Promotes Brian Tevlin to Director of Investment Services
WELLSBORO, PA - C&N Wealth Management continues to strengthen its team with the promotion of Brian Tevlin, CFP® to Director of Investment Services. In his new role, Tevlin will lead and expand the C&N Wealth Management relationship with LPL Financial.
“I’m honored to step into this new role and oversee such a strong, established team,” comments Tevlin. “I look forward to enhancing the service we provide to our clients as we continue to strengthen our relationship with LPL Financial.”
Since March 2023, Tevlin has been instrumental in transitioning C&N Investment Services brokerage services to the LPL platform, overseeing a seamless and successful conversion. His expanded responsibilities will enhance C&N Investment Services relationship with LPL and provide strategic leadership to the entire client advisory team, positioning C&N Investment Services for sustained success.
Prior to his promotion, Brian held the position of Regional Manager of Financial Services Delivery, overseeing client and prospect relationship management and servicing. His exceptional work set the stage for C&N Investment Services ongoing success and maximized the benefits of LPL’s dynamic technologies and investment solutions. Brian’s deep connections with LPL will help deliver these advancements to clients and team members while effectively managing the associated risks.
Matt Bower, C&N’s Executive Vice President and Chief Wealth Management Officer, says “Brian’s partnership with the entire C&N Wealth Management team, as well as our business partners, will be instrumental in delivering a comprehensive wealth management experience. We look forward to his leadership in growing and innovating our relationship with LPL in exciting and distinctive ways.”
To connect with C&N Investment Services team, simply visit your local C&N office, click cnbankpa.com or call 1.800.487.8784.
About C&N: C&N is an independent community financial services company providing complete banking, financial, investment and insurance services with 30 full-service offices located throughout Bradford, Bucks, Cameron, Chester, Lycoming, McKean, Potter, Sullivan and Tioga, counties in Pennsylvania and Steuben County in NY. C&N also operates one loan production office in Elmira, NY, which offers commercial, residential and consumer lending services. C&N can be found on the worldwide web at www.cnbankpa.com. The Company’s stock is listed on NASDAQ Capital Market Securities under the symbol CZNC.
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. C&N Bank and C&N Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using C&N Investment Services and may also be employees of C&N Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, C&N Bank or C&N Investment Services.
Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL"") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
