First Citizens Bank

2 Wealth Associates in Jacksonville

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Korene Z. Phillips Marsh Locations

  • Korene Z. Phillips Marsh
    Financial Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (910) 347-5900
    (910) 347-5900
    302-B Western Boulevard
    Jacksonville, NC 28546
    US
    Contact Me
    Areas Served
    Onslow, Jones and Carteret Counties
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    BA - University of North Carolina, Chapel Hill Certified Financial Planner (CFP®) Chartered Asset Management Specialist (AAMS®)
    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
  • Amanda Cox
    Premier Relationship Banker II
    Mobile Phone
    phone
    (910) 467-5504
    (910) 467-5504
    302-B Western Boulevard
    Jacksonville, NC 28546
    US
    Contact Me
    Areas Served
    Carteret County
    New Hanover County
    Onslow County
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
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