First Citizens Bank

2 Wealth Associates in Mooresville

Jamie Dugo Locations

  • Financial Consultant II, Investment Officer
    241 Medical Park Rd
    Mooresville, NC 28117
    US
    Areas Served
    Western NC/Mooresville NC Region
    Focus Areas
    Education Planning
    Financial Planning
    Insurance 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
  • Premier Relationship Banker I, VP & ASST SEC
    241 Medical Park Road
    Mooresville, NC 28117
    US
    Areas Served
    Lake Norman Area
    Focus Areas
    Customized Lending
    Debt Management
    Financial Planning Guidance
    Education & Certificates
    Bachelor of Science, Montreat College
    FINRA Registrations & Insurance Licenses
    Life Insurance License
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