First Citizens Bank

5 Wealth Associates in Hendersonville

Casey Pond Locations

  • Casey Pond
    Financial Consultant II, AVP
    Mobile Phone
    phone
    (828) 301-4895
    (828) 301-4895
    1700 Four Seasons Blvd
    Hendersonville, NC 28792
    US
    Areas Served
    Western NC
    Focus Areas
    Financial Planning
    Retirement Planning
    Risk Management
    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
  • Tom Owens
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (828) 230-0035
    (828) 230-0035
    539 North Main St
    Hendersonville, NC 28792
    US
    Areas Served
    Catawba Valley area
    Western North Carolina
    Focus Areas
    Business Succession Planning
    Investment Planning
    Retirement 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
  • Bradley Jones
    Premier Relationship Banker I, VP & ASST SEC
    539 North Main St
    Hendersonville, NC 28792
    US
    Areas Served
    Hendersonville, NC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    BS in Business Administration/Finance, University of Tennessee, Knoxville MS in Sport Management, University of Tennessee, Knoxville
  • Eric B Cannon
    Financial Consultant II, SVP
    539 North Main St.
    Hendersonville, NC 28792
    US
    Areas Served
    Triad Area
    Winston Salem, NC
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement 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
    US
    Education & Certifications
    Master of Science in Finance, Northeastern University Certified Financial Planner (CFP®) Chartered Financial Analyst (CFA®)
Industry Expertise Filter
Search by Industryarrow down