First Citizens Bank

3 Wealth Associates in Atlanta

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
    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
  • Juliana Chaidez
    Wealth Consultant
    Mobile Phone
    phone
    (404) 918-5525
    (404) 918-5525
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Areas Served
    Greater Atlanta Area
    Focus Areas
    Business Succession Planning
    Charitable Gifting
    Estate 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
  • Alex Garrett
    Senior Portfolio Strategist
    Mobile Phone
    phone
    (404) 312-8066
    (404) 312-8066
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Education & Certifications
    Vanderbilt University, Economics and Human & Organizational Development, Accredited Investment Fiduciary® (AIF®), Chartered Retirement Planning Counselor (CRPC)
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