First Citizens Bank

2 Wealth Associates in Greenville

Debbie Allen Locations

  • Wealth Consultant, SVP & ASST SEC
    2405 Stantonsburg Road
    Greenville, NC 27834
    US
    Areas Served
    Greater Triangle area and throughout Eastern North Carolina
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Education & Certifications
    East Carolina University, BSBA Marketing , Life & Health licenses, Long Term Care license
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
  • VP & ASST SEC, Premier Relationship Banker II Platform Sales
    Mobile Phone
    phone
    2405 Stantonsburg Road
    Greenville, NC 27834
    US
    Areas Served
    Eastern North Carolina
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Campbell University Bachelor of Business Administration, Certificate in Trust
Industry Expertise Filter
Search by Industryarrow down