First Citizens Bank Wealth Associates in Phoenix, AZ

Alejandro Garcia
Senior Premier Client Banker LB
4950 South 48th Street
Phoenix AZ 85040
Licensing
FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Life Insurance License Health Insurance License
Andrea Gilbert
Senior Premier Client Banker LB
4950 South 48th Street
Phoenix AZ 85040
Licensing
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Health Insurance License
Education
Palomar College
Heather Adams
Premier Client Banker LB
4950 South 48th Street
Phoenix AZ 85040
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance License
Education
Shelton State College
Ian Jackson
Premier Client Banker LB
4950 South 48th Street
Phoenix AZ 85040
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Life Insurance License Health Insurance License
Lorenzo Diamond
Premier Client Banker LB
4950 South 48th Street
Phoenix AZ 85040
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Life Insurance License Health Insurance License
Education
Auburn University
Michael Rosson Jr.
Premier Client Banker LB
4950 South 48th Street
Phoenix AZ 85040
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Life Insurance License
Education
Brigham Young University - Idaho
Paul Ruliffson
Senior Premier Client Banker LB
4950 South 48th Street
Phoenix AZ 85040
Licensing
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Health Insurance License