First Citizens Bank

15 Wealth Associates in Charlotte

Scott H. Angel Locations

  • Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    128 S TRYON Street
    Charlotte, NC 28202
    US
    Areas Served
    Metro Charlotte North Carolina
    Upstate SC
    Focus Areas
    Business Succession Planning
    Estate Planning
    Investment Planning
    Education & Certifications
    University of North Carolina at Chapel Hill - BA Economics, Queens University of Charlotte - Certified Financial Planner Program, Certified Financial Planner designation (registered trademark)
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
  • Wealth Consultant, VP & ASST SEC
    Mobile Phone
    phone
    128 S TRYON Street
    Charlotte, NC 28202
    US
    Areas Served
    Metro Charlotte North Carolina
    Focus Areas
    Business Succession Planning
    Estate Planning
    Investment Planning
    Education & Certifications
    Belmont Abbey College, BS Finance
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    128 S Tryon Street
    Charlotte, NC 28202
    US
    Areas Served
    Charlotte and surrounding areas
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education
    UNC Charlotte BSN
    Licenses & Registrations
    FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    128 S Tryon Street
    Charlotte, NC 28202
    US
    Areas Served
    Charlotte, North Carolina, South Carolina
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Appalachian State University, Marketing Major, CFP
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 - Uniform Securities Agent State Law Exam
  • Private Banker I, VP & ASST SEC
    128 S. Tryon St.
    Charlotte, NC 28202
    US
    Areas Served
    Metro Charlotte, NC
    Upstate SC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Boston University- Masters Degree Banking and Financial Services Management Appalachian State University- Bachelors Degree- International Business/GermanChartered Retirement Planning Counselor (CRPC)"
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 6 – Investment Company and Variable Contracts
  • Investment Specialist
    128 S. Tryon St.
    Ste 300
    Charlotte, NC 28202
    US
    Areas Served
    All of US
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    BS Business Administration, University of North Carolina at Greensboro
    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
  • Investment Specialist
    128 S. Tryon St.
    Ste 300
    Charlotte, NC 28202
    US
    Areas Served
    All of US
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    Bachelor's Degree, Saint Joseph's University Master's of Business Administration, Clarkson University
    Licenses & Registrations
    Chartered Retirement Planning Counselor (CRPC) FINRA Series 66 - Uniform Combined State Law Exam FINRA Series 7 - General Securities Representative Exam Life Insurance License Certified Financial Planner
  • Investment Specialist
    128 S. Tryon St.
    Ste 300
    Charlotte, NC 28202
    US
    Areas Served
    All of US
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    BS, Southern Connecticut State University
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License
  • Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    128 Tryon Street
    Charlotte, NC 28202
    US
    Areas Served
    Charlotte
    Concord
    Huntersville and Cornelius
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Education & Certifications
    B.S. in Business Management from Appalachian State University Certified Financial Planner (CFP®) Chartered Financial Consultant (ChFC®)
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 24 – General Securities Principal Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam
  • Financial Consultant II, Investment Officer
    4325 Randolph Road
    Charlotte, NC 28211
    US
    Areas Served
    Charlotte, NC
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    Bridgewater State College, BA Communications
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License
  • Premier Relationship Banker I
    Mobile Phone
    phone
    5008 Forbes Drive
    Charlotte, NC 28277
    US
    Areas Served
    Charlotte Metro Area
    Matthews, NC
    Focus Areas
    Customized Lending
    Debt Management
    Financial Planning Guidance
    Education & Certifications
    D'Youville College- Buffalo, NY BO/ASST. SECRETARY
  • Financial Consultant II, SVP
    6501 Carnegie Boulevard
    Charlotte, NC 28211
    US
    Areas Served
    Greater Charlotte Market
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    Bachelor of Science in Political Science, Wake Forest University
    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
  • Premier Relationship II Banker Platform Sales, SVP & ASST SEC
    Mobile Phone
    phone
    6501 Morrison Boulevard
    Charlotte, NC 28211
    US
    Areas Served
    Charlotte Metro
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Bachelor of Arts in English, UNC Chapel Hill Graduate of the NC School of Banking
  • Premier Relationship Banker I, Banking Officer & Asst. Sec.
    Mobile Phone
    phone
    6808 Northlake Mall Drive
    Charlotte, NC 28216
    US
    Areas Served
    North Charlotte
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Bachelor of Science in Psychology from Appalachian State University
  • Financial Consultant II, Investment Officer
    Mobile Phone
    phone
    6808 Northlake Mall Drive
    Charlotte, NC 28216
    US
    Areas Served
    Charlotte
    Cornelius
    Huntersville
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    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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