First Citizens Wealth Management

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First Citizens Wealth Management The trust department of First Citizens Bank. We help plan, grow & protect legacies across generations Welcome to First Citizens Wealth Management.

Our team is comprised of experienced professionals working together to help you plan, grow, and protect your legacy for generations. Who we are:
• The Trust department of First Citizens Bank offering comprehensive Wealth Management services regulated by the Iowa Division of Banking and the Federal Reserve.
• Fiduciaries serving in our clients’ best interest.
• A one-stop shop for all your financial needs.
• A collaborative team comprised of professionals with diverse experience and education. Who we are not:
• Commissioned-sales people.
• Stock pickers.
• Lone rangers. Our Wealth Advisory team is led by Wealth Advisors helping individuals, families and businesses plan for major life goals and transitions. We focus on putting together the financial puzzle for our customers dealing with different seasons of life. We also provide Plan Sponsors with competitive and local retirement plan services. Our Investment Team provides solid and consistent portfolio management. We deliver peace of mind allowing clients to rely on our specialized team to navigate complex markets and grow their wealth. Our clients include individuals, families, businesses, nonprofits, foundations, and our outsourcing partners. Our Fiduciary Team protects your legacy by serving as Trustee, Executor, Conservator, Agent Under a Financial Power of Attorney or Farm Manager. Our Trust Officers serve a full-time role in this capacity, unlike others with additional responsibilities, and little training or expertise. We are educated and experienced in the requirements and appropriate procedures to administer fiduciary matters. Our professionalism minimizes the emotions of difficult situations and allows family legacies to continue for generations. Our Trust Operations teams is behind the scenes, ensuring the smooth operations of all account activity. Unlike many investment firms, we have the benefit of an in-house operations team, allowing us to offer clients fast and flexible service. We also provide operational outsourcing support to outside trust departments. Together, we provide a wealth of services to clients, allowing them peace of mind. We invite you to experience our difference. First Citizens Wealth Management - A Team You Can Trust. Disclosure: Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by First Citizens Bank; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional for your specific situation.

Reminder: All First Citizens Bank locations are CLOSED today, Monday, October 12, in observance of Columbus Day and Indi...
10/12/2026

Reminder: All First Citizens Bank locations are CLOSED today, Monday, October 12, in observance of Columbus Day and Indigenous Peoples’ Day.

Our staff will be participating in training today, so you may notice vehicles in our parking lots.

Online Banking, the FCB Mobile app, and our ATMs remain available. We look forward to serving you when we reopen tomorrow, Tuesday, October 13!

Reminder: All First Citizens Bank locations will be closed Monday, October 12, in observance of Columbus Day and Indigen...
10/09/2026

Reminder: All First Citizens Bank locations will be closed Monday, October 12, in observance of Columbus Day and Indigenous Peoples’ Day.

You can still bank with us through Online Banking, the FCB Mobile app, and our ATMs. We look forward to serving you when we reopen Tuesday, October 13!

Congratulations to Taylor Klouse, Trust Operations Specialist I, and Courtney Inman, Wealth Management Executive Assista...
09/22/2026

Congratulations to Taylor Klouse, Trust Operations Specialist I, and Courtney Inman, Wealth Management Executive Assistant I, on both celebrating one year with First Citizens! 🎉 Thank you both for your hard work and dedication to our Wealth Management Department. We’re grateful to have you on our team!

We are honored to be voted Best Bank, Best Financial Advisor, and Best Customer Service – Retail in the 2026 Globe Gazet...
09/21/2026

We are honored to be voted Best Bank, Best Financial Advisor, and Best Customer Service – Retail in the 2026 Globe Gazette Readers’ Choice Awards!

Thank you to everyone who voted and continues to trust First Citizens. We’re proud to serve our communities and are grateful for your continued support! 💙

Member FDIC.

🍂 Our 2026 Fall Newsletter is here! Read the full newsletter and subscribe to our quarterly newsletter at https://myfcb....
09/17/2026

🍂 Our 2026 Fall Newsletter is here! Read the full newsletter and subscribe to our quarterly newsletter at https://myfcb.bank/wealth-management-newsletter-fall-2026.html

Products provided by First Citizens Wealth Management are not FDIC insured, are not deposits of the bank and are not guaranteed by First Citizens Bank; and, are subject to investment risks, including possible loss of principal invested.

A 401(k) is a great start—but achieving your long-term goals takes a thoughtful plan and personalized guidance. We’re gr...
09/16/2026

A 401(k) is a great start—but achieving your long-term goals takes a thoughtful plan and personalized guidance. We’re grateful to Mason Harms of Henkel Construction for sharing how First Citizens Wealth Management helps employees plan confidently for the future.

Watch the full Henkel Construction testimonial on YouTube: https://www.youtube.com/watch?v=qMk2QXKspXI

The opinions expressed are those of the individual featured and are based on their personal experience. Individual experiences may vary. The customer was not compensated and did not receive preferential rates, products, or other incentives in exchange for participating.

🎉 Congratulations to Julie Versluis on celebrating one year with First Citizens Wealth Management!As AVP, Trust & Wealth...
09/15/2026

🎉 Congratulations to Julie Versluis on celebrating one year with First Citizens Wealth Management!

As AVP, Trust & Wealth Tax Officer, Julie is a valued member of our Wealth Management team. We appreciate her expertise, dedication and all she does for our clients and team.

Happy anniversary, Julie!

All locations will be closed on Monday, September 7 in observance of Labor Day.Today, we celebrate the hard work and ded...
09/07/2026

All locations will be closed on Monday, September 7 in observance of Labor Day.

Today, we celebrate the hard work and dedication of people in our communities and beyond. We’re grateful for all you do. 🤍

You can manage your accounts anytime with online and mobile banking. We’ll reopen with normal hours on Tuesday, September 8.

In observance of Labor Day, First Citizens Wealth Management will be closed on Monday, September 7. We wish everyone a s...
09/03/2026

In observance of Labor Day, First Citizens Wealth Management will be closed on Monday, September 7. We wish everyone a safe and happy Labor Day!

09/02/2026

Address

2601 4th Street SW
Mason City, IA
50401

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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