First Citizens Bank

7 Wealth Associates in Boston

Michael McNabb Locations

  • Michael McNabb
    Private Wealth Advisor
    Mobile Phone
    phone
    (781) 864-4977
    (781) 864-4977
    53 State Street
    28th Floor
    Boston, MA 02109
    US
    Areas Served
    Nation wide
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Education
    Suffolk University Undergraduate Sawyer School of Management Suffolk University MBA
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm ,FINRA Series 66 - Uniform Combined State Law Exam
  • Tim Couture
    Private Wealth Advisor
    Mobile Phone
    phone
    (781) 622-0598
    (781) 622-0598
    53 State Street
    28th Floor
    Boston, MA 02109
    US
    Areas Served
    New England
    Northeast
    Focus Areas
    Charitable Giving
    Estate Planning
    Executive Compensation and Stock Option Planning
    Education
    Bentley University - Bachelor of Science in Finance Bentley University - Master of Science in Financial Planning
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,Life Insurance License ,FINRA Series 66 - Uniform Combined State Law Exam,Certified Financial Planner (CFP®)
  • Dave Buxton
    Private Wealth Advisor
    Mobile Phone
    phone
    (617) 243-2943
    (617) 243-2943
    53 State Street
    28th Floor
    Boston, MA 02109
    US
    Areas Served
    New England
    Focus Areas
    Asset Allocation
    Estate Planning
    Investment Planning
    Education
    Bachelor’s degree in business administration from the Whittemore School at the University of New Hampshire
    Licenses & Registrations
    FINRA Series 63 - Uniform Securities Agent State Law Exam,Certified Financial Planner (CFP®),Certified Wealth Strategist (CWS®)
  • Casey D. Paton
    Private Wealth Advisor
    Mobile Phone
    phone
    (617) 834-1753
    (617) 834-1753
    53 State Street
    28th Floor
    Boston, MA 02109
    US
    Areas Served
    New England
    Focus Areas
    Asset Allocation
    Investment Planning
    Retirement Planning
    Education
    Villanova University - B.S. Finance Boston College - M.S. Finance
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,Life Insurance License ,FINRA Series 66 - Uniform Combined State Law Exam,Certified Financial Planner (CFP®),Chartered Financial Analyst (CFA®)
  • Tim Davis
    Private Wealth Advisor
    Mobile Phone
    phone
    (978) 761-4706
    (978) 761-4706
    53 State Street
    28th Floor
    Boston, MA 02109
    US
    Areas Served
    Midwest
    New England
    Focus Areas
    Asset Allocation
    Charitable Giving
    Estate Planning
    Education
    Ohio Wesleyan University - B.A., Double Major in International Business and Spanish Northeastern University - M.S., Commerce and Economic Development
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,Certified Financial Planner (CFP®)
  • Nick Zullo
    Private Banker
    53 State Street
    Boston, MA 02109
    US
    Areas Served
    Florida
    Georgia
    New England
    Registrations & Licenses
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 66 - Uniform Combined State Law Exam
    Education & Other Licenses
    Northeastern University, BSBA Finance
  • Jay Vagnini
    Private Banker
    53 State Street
    28th Floor
    Boston, MA 02109
    US
    Areas Served
    Greater Boston/New England
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education
    Bachelor's degree- Bryant University
    Registrations & Licenses
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
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