John Millen

Premier Relationship II Banker Platform Sales, SVP & ASST SEC
Mobile Phone
phone
NMLS#2289762

Office Information

Office Phone
phone
6501 Morrison Boulevard
Charlotte, NC 28211
US

Areas Served

Charlotte Metro

Get to know us

At First Citizens Wealth Management, we’ve been helping clients plan for the future for over 120 years. It’s a heritage that shapes the service we offer and the values that guide us. Every day, we provide advice and solutions that empower our clients to plan for their dreams and safeguard the future for themselves and their loved ones.

When you work with us, it begins with a consultative conversation. Our goal is to fully understand what you want for the future for you and your family, as well as your concerns. Based on those discussions, we create a personalized plan for you that includes our best thinking on strategies to fit your needs and to help you avoid potential pitfalls along the way. Our experienced team of financial professionals is committed to helping you understand your options and leverage all resources and expertise at our disposal.

Regardless of where you are in your financial journey, our team helps you build a customized plan – so you can make more informed and effective decisions about your money.

We can help you accomplish so much more.

First Citizens prides itself on strength, stability, and consistency. In delivering customized advice, tailored strategies, and personal attention, we can help you:

• Save in a tax-efficient way to build wealth;
• Structure debt so you are strategically leveraging your assets;
• Evaluate your options to protect your assets;
• Understand strategies to ensure your intentions are fulfilled in your estate plan;
• Coordinate with your tax and legal professionals so your planning is consistent.

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

Resources

Make sense of the markets. We have our fingers on the pulse of economic growth, investor sentiment and valuation trends.
A powerful, sophisticated financial planning software used to design a personalized plan based on your financial goals.
Helping you navigate your financial future from a wealth of information.
View our firm's Customer Relationship Summary (PDF).

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First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment associate; and First Citizens Asset Management, Inc., an SEC-registered investment associate.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

Bank deposit products are offered by First Citizens Bank, Member FDIC.Member FDIC logo