First Citizens Bank

16 Wealth Associates in Charlotte

Scott H. Angel Locations

  • Scott H. Angel
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (704) 619-0505
    (704) 619-0505
    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
  • Rankin Nimocks
    Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    (980) 275-9642
    (980) 275-9642
    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
  • Bobby Maloney
    VP & ASST SEC, Private Banker
    Mobile Phone
    phone
    (704) 910-9344
    (704) 910-9344
    128 South Tryon Street
    Charlotte, NC 28202
    US
    Areas Served
    Charlotte, NC
    SC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education
    Appalachian State University - Business Management
    Licenses & Registration
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
  • Allen Lockwood
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (704) 650-8412
    (704) 650-8412
    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
  • Kim Allred Coughenour
    SVP & ASST SEC, Premier Relationship Banker II
    Mobile Phone
    phone
    (704) 619-3806
    (704) 619-3806
    15010 John J. Delaney Drive
    Charlotte, NC 28277
    US
    Areas Served
    Greater Charlotte Area
    Focus Areas
    Customized Lending
    Financial Planning Guidance
    Personal Banking Solutions
    Education & Certifications
    Tri State University in Angola, Indiana
  • Jason Vieira
    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
  • Sue Stamp
    Premier Relationship Banker I
    Mobile Phone
    phone
    (704) 488-8752
    (704) 488-8752
    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
  • Alan Gray
    Financial Consultant, VP
    6501 Carnegie Boulevard
    Charlotte, NC 28211
    US
    Areas Served
    Charlotte and the surrounding areas
    Focus Areas
    Financial Planning
    Insurance Planning
    Retirement Planning
    Education
    " State University of New York at Fredonia, Bachelor's in Finance Nova Southeastern University, Master's in Finance
    Licenses & Registration
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License
  • John Millen
    Premier Relationship Banker II Platform Sales
    Mobile Phone
    phone
    (704) 724-4825
    (704) 724-4825
    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
  • Alex Talley
    Financial Consultant II
    6808 Northlake Mall Drive
    Charlotte, NC 28216
    US
    Areas Served
    Charlotte
    Concord
    Lake Norman
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    Bachelors in Finance with Accounting Concentration, University of North Carolina at Charlotte
    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
  • Cindy McGinniss
    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
  • Robert Ison Lane
    Investment Specialist
    128 South Tryon Street
    Charlotte, NC 28202
    US
    Areas Served
    All of U.S.
    Focus Areas
    Asset Allocation
    Financial Planning
    Insurance Planning
    Education
    Certified Financial Planner™ (CFP®) University of North Alabama, Bachelor of Business Administration and Economics Concentration
    Licenses & Registration
    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
  • Tyler Corey
    Portfolio Strategist, VP
    128 S Tryon St
    Ste 300
    Charlotte, NC 28202
    US
    Education & Certifications
    Accounting, Appalacian State University
  • Nathan Wilcox
    Senior Fiduciary Officer, VP & ASST SEC
    128 S. Tryon St.
    Charlotte, NC 28202
    US
    Focus Areas
    Asset Management Review
    Cash Flow Planning
    Estate Planning
    Education & Certifications
    Rhode Island College - BA Communications,Providence College - M.B.A. concentration in Finance,Certified Trust & Financial Advisor (CTFA)
  • Stephanie H. Safrit
    VP & ASST SEC, Senior Fiduciary Officer
    128 S. Tryon Street
    Suite 300
    Charlotte, NC 28202
    US
    Focus Areas
    Asset Management Review
    Cash Flow Planning
    Estate Planning
    Education
    BA in English and History, Queens University of Charlotte MBA Queens University of Charlotte - McColl School of Business
  • Justin Popham
    Senior Portfolio Strategist, VP & ASST SEC
    128 South Tryon Street
    Charlotte, NC 28202
    US
    Education & Certifications
    Bachelor of the Arts, Oklahoma State University Certified Financial Planner (CFP®)
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