First Citizens Bank

17 Wealth Associates in Charlotte

Search by Address, City and State, or ZIP

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
    Contact Me
    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
  • A.M. Stephens, III
    Wealth Consultant, VP & ASST SEC
    Mobile Phone
    phone
    (704) 806-1020
    (704) 806-1020
    128 S TRYON Street
    Charlotte, NC 28202
    US
    Contact Me
    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
  • Marcia White
    Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    (704) 589-2154
    (704) 589-2154
    128 S Tryon Street
    Charlotte, NC 28202
    US
    Contact Me
    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
  • Rankin Nimocks
    Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    (980) 275-9642
    (980) 275-9642
    128 S Tryon Street
    Charlotte, NC 28202
    US
    Contact Me
    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
  • Laura J. Snead
    Private Banker I, VP & ASST SEC
    128 S. Tryon St.
    Charlotte, NC 28202
    US
    Contact Me
    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
  • Allen Lockwood
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (704) 650-8412
    (704) 650-8412
    128 Tryon Street
    Charlotte, NC 28202
    US
    Contact Me
    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
  • Jason Vieira
    Financial Consultant II, Investment Officer
    4325 Randolph Road
    Charlotte, NC 28211
    US
    Contact Me
    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
    Contact Me
    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
  • John Millen
    Premier Relationship II Banker Platform Sales
    Mobile Phone
    phone
    (704) 724-4825
    (704) 724-4825
    6501 Morrison Boulevard
    Charlotte, NC 28211
    US
    Contact Me
    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
  • Katherine Tracy Pepper
    Premier Relationship Banker I, Banking Officer & Asst. Sec.
    Mobile Phone
    phone
    (704) 338-3832
    (704) 338-3832
    6808 Northlake Mall Drive
    Charlotte, NC 28216
    US
    Contact Me
    Areas Served
    North Charlotte
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Bachelor of Science in Psychology from Appalachian State University
  • Chris Gruin
    Financial Consultant II, Investment Officer
    Mobile Phone
    phone
    (980) 833-3827
    (980) 833-3827
    6808 Northlake Mall Drive
    Charlotte, NC 28216
    US
    Contact Me
    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
  • Cindy McGinniss
    Investment Specialist
    128 S. Tryon St.
    Ste 300
    Charlotte, NC 28202
    US
    Contact Me
    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
  • Ryan D. Ferguson
    Investment Specialist
    128 S. Tryon St.
    Ste 300
    Charlotte, NC 28202
    US
    Contact Me
    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
  • Troy Talamelli
    Investment Specialist
    128 S. Tryon St.
    Ste 300
    Charlotte, NC 28202
    US
    Contact Me
    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
  • Tyler Corey
    Junior Portfolio Strategist,AVP & ASST SEC
    128 S Tryon St
    Ste 300
    Charlotte, NC 28202
    US
    Contact Me
    Education & Certifications
    Accounting, Appalacian State University
  • Stephanie H. Safrit
    VP & ASST SEC, Senior Fiduciary Officer
    128 S. Tryon Street
    Suite 300
    Charlotte, NC 28202
    US
    Contact Me
    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
    Contact Me
    Education & Certifications
    Bachelor of the Arts, Oklahoma State University Certified Financial Planner (CFP®)
Industry Expertise Filter
Search by Industryarrow down