Our Services

Citizens Investment Services offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services. Through on-site financial planning and investment solutions, they partner with us to help you reach your financial goals.

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  • Financial Planning
  • Retirement Planning
  • Investments
  • Funding Education Expenses
  • Insurance and Annuities
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

For more than 120 years, Ameriprise has remained true to its vision of putting its clients’ interests first. Ameriprise is passionate about helping clients live the full and rich life they’ve earned, today, tomorrow and in the future. Ameriprise has helped millions of people invest billions of dollars for what’s important to them. Today, Ameriprise is a leading global financial institution, with more than $875 billion in assets under management and administration.1   View the Ameriprise FINRA BrokerCheck listing.

Your designated personal Advisor will manage your financial affairs and provide tailored financial solutions to assure that your investment plan reflects your goals and objectives. We are committed to excellent customer service and a long-term relationship.

Check the background of our advisors on FINRA BrokerCheck, or go directly to their BrokerCheck profile:

FIN3 Division

Marissa Bates

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Vice President
Portfolio Manager, FIN3 Division

Stacy j. Dart

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Senior Vice President
Business Banking

Phone: (318) 213-1412
sdart@citizensnb.com
NMLS# 716542

Mary Allred

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Bank Officer
Portfolio Manager

Phone: (318) 213-1470
mallred@citizensnb.com
NMLS# 1381949

Clint Woods

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Bank Officer
Portfolio Manager