First Citizens Bank Wealth Associates in Boston, MA

Daniel Koenig
Wealth Consultant
Mobile Phone(845) 746-1917
53 State Street
Suite 101
Boston MA 02109
Areas Served
Mid-West
Focus Areas
Asset Allocation
Investment Planning
Retirement Planning
Education
NYU Stern BS in Finance and Data Science 2022
Licenses & Registrations
FINRA Series 65 - Uniform Investment Advisor Law Firm
Dave Buxton
Wealth Consultant
Mobile Phone(617) 243-2943
53 State Street
28th Floor
Boston MA 02109
Areas Served
New England
Focus Areas
Asset Allocation
Investment Planning
Tax Planning
Estate 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®)
Jay Vagnini
Private Banker
53 State Street
28th Floor
Boston MA 02109
Areas Served
Greater Boston/New England
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
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
Kyle Meek
Private Banker, SVP & ASST SEC
53 State Street
28th floor
Boston MA 02109
Areas Served
Greater Boston/New England
Focus Areas
Cash Flow Planning
Customized Lending
Debt Management
Personal Banking Solutions
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
Education
Bachelor's of the Arts, Connecticut College
Michael McNabb
Wealth Consultant
Mobile Phone(781) 864-4977
53 State Street
28th Floor
Boston MA 02109
Areas Served
Nation wide
Focus Areas
Retirement Planning
Asset Allocation
Business Succession Planning
Investment Planning
Estate Planning
Family wealth preservation and growth
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
Nick Zullo
Private Banker
53 State Street
Boston MA 02109
Areas Served
New England
Florida
Georgia
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
Rafael Svelti
Wealth Consultant
53 State Street
28th floor
Boston MA 02109
Areas Served
MA
NH
Focus Areas
Retirement Planning
Asset Allocation
Investment Planning
Business Succession Planning
Tax Planning
FINRA Registrations & Insurance Licenses
FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance License
Education & Other Certificates
Certified Financial Planner™ (CFP®) Baruch College, Bachelor's of Science in Accounting
Tim Davis
Wealth Consultant
Mobile Phone(978) 761-4706
53 State Street
28th Floor
Boston MA 02109
Areas Served
New England
Midwest
Focus Areas
Asset Allocation
Investment Planning
Estate Planning
Tax Planning
Charitable Giving
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®)