First Citizens Bank Wealth Associates in Atlanta, GA

Alex Garrett
Senior Portfolio Strategist
Mobile Phone(404) 312-8066
3300 Cumberland Blvd SE
Atlanta GA 30339
Education & Certifications
Vanderbilt University, Economics and Human & Organizational Development, Accredited Investment Fiduciary® (AIF®), Chartered Retirement Planning Counselor (CRPC)
Dennis Young
Senior Premier Client Banker LB
3300 Cumberland Boulevard Southeast
Atlanta GA 30339
Licensing
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Health Insurance License
Education
Angelo State University
Jaynell Drayton
Premier Client Banker LB
3300 Cumberland Boulevard Southeast
Atlanta GA 30339
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance License
Education
Connecticut School of Broadcasting
Juliana Chaidez
Wealth Consultant
Mobile Phone(404) 918-5525
3300 Cumberland Blvd SE
Atlanta GA 30339
Areas Served
Greater Atlanta Area
Focus Areas
Estate Planning
Retirement Planning
Business Succession Planning
Charitable Gifting
Tax Planning
Education & Certifications
Certified Financial Planner™ (CFP®) Certified Exit Planning Advisor® (CEPA®) University of Georgia/Family Financial Planning
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
Melisa Mahmutovic
Premier Client Banker LB
3300 Cumberland Boulevard Southeast
Atlanta GA 30339
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Life Insurance License
Nick Galvin
Premier Client Banker LB
3300 Cumberland Boulevard Southeast
Atlanta GA 30339
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
Raul Lopez
Premier Client Banker LB
3300 Cumberland Boulevard Southeast
Atlanta GA 30339
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Life Insurance License
Spencer Dean
Institutional Business Development Officer, VP & Asst. Sec.
Mobile Phone(770) 367-3472
3300 Cumberland Blvd SE
Atlanta GA 30339
Areas Served
Metro Atlanta
North Georgia
Upstate South Carolina
Foothills South Carolina
Focus Areas
Retirement Plan Services
Institutional Asset Management
Philanthropic Services
Custodian Services
Escrow Agent Services
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