First Citizens Bank Wealth Associates in Asheville, NC

Bequetta X Phillips
Premier Relationship Banker II, VP & ASST SEC
Mobile Phone(828) 550-0029
108 Patton Avenue
Asheville NC 28801
Areas Served
Buncombe County
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Charlene M. Zink
Premier Relationship Banker I Platform Sales
Mobile Phone(828) 772-5765
625 Merrimon Ave
Asheville NC 28804
Areas Served
Asheville and surrounding areas
Focus Areas
Personal Banking Solutions
Customized Lending
Debt Management
Financial Planning Guidance
Education & Certifications
UNC Asheville
Dimitri Tcherkassov
Financial Consultant I
108 Patton Avenue
Asheville NC 28801
Areas Served
Leicester, NC
Asheville, NC
Focus Areas
Retirement Planning
Asset Allocation
Risk Tolerance
Tax Efficient Investing
Financial Planning
Education & Certifications
Chartered Retirement Planning Counselor Designation
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License
Julia Roberts
Premier Relationship Banker II
2106 Hendersonville Road
Asheville NC 28704
Areas Served
Arden, NC
Focus Areas
Personal Banking Solution
Customized Lending
Cash Flow Planning
Financial Planning Guidance
Education & Other Certificates
Chartered Retirement Planning Counselor (CRPC®) Bachelor of Science in Marketing, Montreat College
Traci DiBlasio
Financial Consultant II, AVP & Asst. Sec.
108 Patton Avenue
Asheville NC 28801
Areas Served
Buncombe and Madison County
Focus Areas
Retirement Planning
Asset Allocation
Risk Tolerance
Financial Planning
Education & Certifications
Bowling Green State University - BSBA International Business/Finance MBA University of Toledo Certified Financial Planner (CFP®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License