First Citizens Bank Wealth Associates in Hendersonville, NC

Bradley Jones
Premier Relationship Banker I, VP & ASST SEC
539 North Main St
Hendersonville NC 28792
Areas Served
Hendersonville, NC
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Education & Certifications
BS in Business Administration/Finance, University of Tennessee, Knoxville MS in Sport Management, University of Tennessee, Knoxville
Casey Pond
Financial Consultant II, AVP
1700 Four Seasons Blvd
Hendersonville NC 28792
Areas Served
Western NC
Focus Areas
Retirement Planning
Tax Efficient Investing
Risk Management
Financial Planning
Education & Certifications
Appalachian State University, MBA
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam INRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License
Eric B Cannon
Financial Consultant II, SVP
539 North Main St.
Hendersonville NC 28792
Areas Served
Triad Area
Winston Salem, NC
Focus Areas
Retirement Planning
Asset Allocation
Risk Management
Financial Planning
Education & Certifications
North Carolina State University CFP®
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance License Long Term Care Insurance License
Larry M. Christ
Senior Portfolio Strategist, SVP & ASST SEC
539 N Main St.
Hendersonville NC 28793
Education & Certifications
Master of Science in Finance, Northeastern University Certified Financial Planner (CFP®) Chartered Financial Analyst (CFA®)
Tom Owens
Wealth Consultant, SVP & ASST SEC
Mobile Phone(828) 230-0035
539 North Main St
Hendersonville NC 28792
Areas Served
Western North Carolina
Catawba Valley area
Focus Areas
Retirement Planning
Investment Planning
Business Succession Planning
Tax Planning
Education & Certifications
Mars Hill University - Bachelor of Science- Business Administration, Western Carolina University - Professional Financial Planning
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam