First Citizens Bank

8 Wealth Associates in Boston

Michael McNabb Locations

  • Michael McNabb
    Wealth Consultant
    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
  • Dave Buxton
    Wealth Consultant
    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®)
  • Daniel Koenig
    Wealth Consultant
    Mobile Phone
    phone
    (845) 746-1917
    (845) 746-1917
    53 State Street
    Suite 101
    Boston, MA 02109
    US
    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
  • Casey D. Paton
    Wealth Consultant
    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
    Wealth Consultant
    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
  • Rafael Svelti
    Wealth Consultant
    53 State Street
    28th floor
    Boston, MA 02109
    US
    Areas Served
    MA
    NH
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Investment 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
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