First Citizens Bank

7 Wealth Associates in Greensboro

Drew Canady Locations

  • Drew Canady
    Premier Relationship Banker I Platform Sales
    1414 W. Northwood St
    Greensboro, NC 27408
    US
    Contact Me
    Areas Served
    Triad Area
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Life Insurance License
  • Jamie G. Smothers
    Senior Financial Consultant, SVP & Asst. Sec.
    1414 West Northwood Street
    Greensboro, NC 27408
    US
    Contact Me
    Areas Served
    The Greater Triad Area
    Focus Areas
    Asset allocation
    Insurance Planning
    Retirement planning
    Education & Certifications
    Certified Financial Planner (CFP®) Greensboro College, Bachelors in Business Finance and Marketing
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
  • Travis S Wilder
    Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    (336) 312-4915
    (336) 312-4915
    1414 West Northwood Street
    Greensboro, NC 27408
    US
    Contact Me
    Areas Served
    Piedmont Triad
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education
    Bachelor's in English, University of North Carolina at Charlotte
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam NC Life Insurance License
  • Cory D Cauble
    Premier Relationship Banker I, AVP & ASST SEC
    Mobile Phone
    phone
    (336) 528-3750
    (336) 528-3750
    1414 West Northwood Street
    Greensboro, NC 27408
    US
    Contact Me
    Areas Served
    Greensboro
    High Point Areas
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Finance Degree at University of North Carolina at Greensboro
  • Stan Godwin
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (336) 609-4223
    (336) 609-4223
    1414 West Northwood Street,
    Greensboro, NC 27408
    US
    Contact Me
    Areas Served
    Greensboro
    Highpoint
    Winston Salem
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Education & Certifications
    University of North Carolina at Greensboro
    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
  • John Igharas
    Senior Fiduciary Officer, VP & ASST SEC
    1414 W. Northwood Street
    Greensboro, NC 27408
    US
    Contact Me
    Focus Areas
    Asset Management Review
    Estate Planning
    Tax Planning
    Education & Certifications
    Montreat College, Masters in Business Administration (MBA)
    Licenses & Registrations
    Accredited Trust & Financial Advisor (ATFA)
  • Jared Doss
    Senior Portfolio Strategist, SVP & ASST SEC
    1414 W. Northwood Street
    Greensboro, NC 27408
    US
    Contact Me
    Education & Certifications
    Bachelor of Science in Management Information Systems, Liberty University MBA, Wake Forest University Chartered Financial Analyst (CFA®)
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