First Citizens Bank Wealth Associates in Cary, NC

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Gary R. Clementson
Financial Consultant, Vice President
Mobile Phone(919) 480-6850
1000 High House Road
Cary NC 27513
Areas Served
Cary
Apex
Holly Springs
Fuquay Varina
Focus Areas
Retirement Planning
Tax Efficient Investing
Risk Management
Insurance Planning
Financial Planning
Education & Certifications
Leeds University, UK: B.Ed (Hons) Adelphi University, NY: M.A. Chartered Retirement Planning Counselor (CRPC®) Accredited Wealth Management Advisor (AWMA®)
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
Jeffrey Pellicani
Premier Relationship Banker I Platform Sales, AVP & ASST SEC
Mobile Phone(919) 260-6486
1000 High House Road
Cary NC 27513
Areas Served
Greater Triangle Area
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Financial Planning Guidance
Education
University of Maine