Dan Thomason III

With over 20 years of experience in the financial services industry, Dan brings knowledge, professionalism and an understanding of the financial landscape to his relationships. Having been a member of our First Citizens team since 2005, he is a knowledgeable and innovative professional, helping his clients do more with their assets and resources as they work to shape their future.

When you work with Dan, it begins with a conversation. His goal is to fully understand what you want for the future for you and your family. Based on those discussions, Dan then creates a comprehensive, personalized plan for you that includes our best thinking on strategies to fit your needs and help avoid potential pitfalls along the way. He’ll also include a local team of experienced financial professionals when needed to help you understand your options and leverage our resources and expertise.

Dan is passionate on taking aspects of the family’s financial picture and providing order, efficiency and peace of mind through delivering clarity. Dan prioritizes the following areas with his clients:

• Implementing your wealth management plan and helping you stay on track • Tailoring to customer-specific needs and objectives • Gaining a clear understanding of customer’s goals • Identifying the most effective investment strategies • Serving each customer uniquely • Building a strong relationship based on trust and professionalism • Monitoring client’s accounts to measure performance • Exploring new opportunities to anticipate needs based on inevitable life changes

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