First Citizens Bank

5 Wealth Associates in Hendersonville

Casey Pond Locations

  • Financial Consultant II, AVP
    Mobile Phone
    phone
    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
  • Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    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
  • 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
  • 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
  • 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®)
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