First Citizens Bank Wealth Associates in Arden, NC

Kevin C. Renz
Financial Consultant II, Investment Officer
Mobile Phone(813) 842-6862
2106 Hendersonville Rd
Arden NC 28704
Areas Served
Buncombe County
Focus Areas
Retirement Planning
Asset Allocation
Tax Efficient Investing
Risk Management
Financial Planning
Education & Certifications
Lees-McRae College - BS
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 Life Insurance License Long Term Care Insurance License
Leigh Ann Leammookda
Fiduciary Officer, AVP & ASST SEC
2106 Hendersonville Road
Arden NC 28704
Focus Areas
Estate Planning
Tax Planning
Wealth Transfer
Asset Management Review
Trust Administration
Cash Flow Planning
Financial Education for Heirs
Education
BA in Economics, University of North Carolina at Asheville Southeastern Trust School, Campbell University
Will Hester III
Wealth Consultant, SVP & ASST SEC
2106 Hendersonville Rd
Arden NC 28704
Areas Served
Western North Carolina (Asheville, Waynesville, Franklin, Black Mountain, Morganton, Boone)
Johnston City, Tennessee
Focus Areas
Estate Planning
Retirement Planning
Investment Planning
Business Succession Planning
Charitable Gifting
Education & Certifications
BA Business Management and Finance, NC State University Certified Financial Planner (CFP®) CEPA® (Certified Exit Planner Advisor)
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 NC Life & Health Insurance Licenses LTC Insurance License