First Citizens Bank

5 Wealth Associates in Atlanta

Spencer Dean Locations

  • Institutional Business Development Officer, VP & Asst. Sec.
    Mobile Phone
    phone
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Areas Served
    Foothills South Carolina
    Metro Atlanta
    North Georgia
    Focus Areas
    Custodian Services
    Escrow Agent Services
    Institutional Asset Management
    Education & Certifications
    Kennesaw State University, Bachelors in Science of Communication AIF
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
  • Wealth Consultant, VP & ASST SEC
    Mobile Phone
    phone
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Areas Served
    Atlanta, GA
    Focus Areas
    Business Succession Planning
    Charitable Giving
    Estate Planning
    Education & Certifications
    East Tennessee State University B.B.A. in Marketing CEPA-Certified Exit Planning Advisor
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Life Insurance License Long Term Care Insurance License
  • Wealth Regional Sales and Service Manager
    Mobile Phone
    phone
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Areas Served
    California
    Florida
    Georgia
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Charitable Gifting
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 24 – General Securities Principal Exam FINRA Series 66 - Uniform Combined State Law Exam
    Education & Certifications
    University of North Florida, Bachelors in Business Administration CFP CEPA
  • Private Banker, VP & ASST SEC
    Mobile Phone
    phone
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Areas Served
    Georgia
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Auburn University, Harbert College of Business, Bachelor of Science in Business Administration, Major Finance
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
  • Wealth Consultant, VP & ASST SEC
    Mobile Phone
    phone
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Areas Served
    Atlanta, GA
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Education & Certifications
    Georgia State University, BBA in Finance
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam
Industry Expertise Filter
Search by Industryarrow down