First Citizens Bank Wealth Associates in Greensboro, NC

Drew Canady
Premier Relationship Banker I Platform Sales
1414 W. Northwood St
Greensboro NC 27408
Areas Served
Triad Area
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Education & Certifications
Life Insurance License
Jamie G. Smothers
Senior Financial Consultant, SVP & Asst. Sec.
1414 West Northwood Street
Greensboro NC 27408
Areas Served
The Greater Triad Area
Focus Areas
Retirement planning
Asset allocation
Tax Efficient Investing
Risk Management
Insurance 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
Jared Doss
Senior Portfolio Strategist, SVP & ASST SEC
1414 W. Northwood Street
Greensboro NC 27408
Education & Certifications
Bachelor of Science in Management Information Systems, Liberty University MBA, Wake Forest University Chartered Financial Analyst (CFA®)
Stan Godwin
Wealth Consultant, SVP & ASST SEC
Mobile Phone(336) 609-4223
1414 West Northwood Street,
Greensboro NC 27408
Areas Served
Greensboro
Winston Salem
Highpoint
Focus Areas
Estate Planning
Retirement Planning
Asset Allocation
Investment Planning
Business Succession 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
Travis S Wilder
Private Banker, SVP & ASST SEC
Mobile Phone(336) 312-4915
1414 West Northwood Street
Greensboro NC 27408
Areas Served
Piedmont Triad
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
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