First Citizens Bank

4 Wealth Associates in Atlanta

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Spencer Dean Locations

  • Spencer Dean
    Institutional Business Development Officer, VP & Asst. Sec.
    Mobile Phone
    phone
    (770) 367-3472
    (770) 367-3472
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Contact Me
    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
  • Michael King
    Wealth Consultant, VP & ASST SEC
    Mobile Phone
    phone
    (917) 841-3952
    (917) 841-3952
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Contact Me
    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
  • Chad Kidwell
    Wealth Regional Sales and Service Manager
    Mobile Phone
    phone
    (912) 266-3267
    (912) 266-3267
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Contact Me
    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
  • Richard Warren
    Private Banker, VP & ASST SEC
    Mobile Phone
    phone
    (678) 416-9029
    (678) 416-9029
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Contact Me
    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
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