First Citizens Bank Wealth Associates in Miami, FL

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Erik C. Alexander
SVP & ASST SEC, Private Banker
2601 South Bayshore Drive
Miami FL 33133
Areas Served
Miami, FL
Ft. Lauderdale, FL
West Palm Beach, FL
Jacksonville, FL
Tampa, FL
Naples, FL
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Education & Other Certificates
Florida International University, Honors College BBA, Finance Florida International University Graduate School of Business, MBA
Registrations & Licenses
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
Nancy Perez
Wealth Consultant
Mobile Phone(305) 401-3127
2601 South Bayshore Drive
Suite 600
Miami FL 33133
Areas Served
Primarily Southeast
Global
Focus Areas
Investment Planning
Asset Allocation
Retirement Planning
Education
University of Miami, BA Finance (Suma Cum Laude)
Licenses & Registrations
FINRA Series 65 - Uniform Investment Advisor Law Firm ,Chartered Financial Analyst (CFA®)