First Citizens Bank

3 Wealth Associates in Asheville

Bequetta X Phillips Locations

  • Bequetta X Phillips
    Premier Relationship Banker II, VP & ASST SEC
    Mobile Phone
    phone
    (828) 257-5755
    (828) 257-5755
    108 Patton Avenue
    Asheville, NC 28801
    US
    Contact Me
    Areas Served
    Buncombe County
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
  • Traci DiBlasio
    Financial Consultant II, AVP & Asst. Sec.
    108 Patton Avenue
    Asheville, NC 28801
    US
    Contact Me
    Areas Served
    Buncombe and Madison County
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement 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
  • Dimitri Tcherkassov
    Financial Consultant I
    108 Patton Avenue
    Asheville, NC 28801
    US
    Contact Me
    Areas Served
    Asheville, NC
    Leicester, NC
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement 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
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