First Citizens Bank Wealth Associates in Mooresville, NC

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Jamie Dugo
Financial Consultant II, Investment Officer
241 Medical Park Rd
Mooresville NC 28117
Areas Served
Western NC/Mooresville NC Region
Focus Areas
Retirement Planning
Education Planning
Insurance Planning
Financial Planning
Education
Bachelor of Arts, Eastern Illinois University
Licenses
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License
Tamira W. Scratch
Premier Relationship Banker I, VP & ASST SEC
241 Medical Park Road
Mooresville NC 28117
Areas Served
Lake Norman Area
Focus Areas
Personal Banking Solutions
Customized Lending
Debt Management
Financial Planning Guidance
Education & Certificates
Bachelor of Science, Montreat College
FINRA Registrations & Insurance Licenses
Life Insurance License