First Citizens Bank

25 Wealth Associates in Raleigh

Eddie L. Naylor Locations

  • Gregory D. Weiss
    Financial Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (919) 345-0117
    (919) 345-0117
    14440 New Falls of Neuse Road
    Raleigh, NC 27614
    US
    Contact Me
    Areas Served
    Raleigh
    Wake Forest
    Focus Areas
    Financial Planning
    Incapacity Planning
    Insurance Planning
    Education & Certifications
    University of North Carolina at Wilmington Bachelor of Science- Accounting Chartered Asset Management Specialist (AAMS®) Chartered Retirement Planning Specialist (CRPC®) Chartered Mutual Fund Counselor (CMFC®)
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License
  • Laura C. Frushone
    Senior Financial Consultant, SVP & Asst. Sec.
    Mobile Phone
    phone
    (919) 835-3564
    (919) 835-3564
    2005 Clark Avenue
    Raleigh, NC 27605
    US
    Contact Me
    Areas Served
    Central Raleigh
    Focus Areas
    Asset allocation
    Insurance Planning
    Retirement planning
    Education & Certifications
    Wofford College, Bachelors in Finance CMFC CRPC
    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
  • Zach Kelly
    Premier Relationship Banker II, VP & ASST SEC
    Mobile Phone
    phone
    (919) 716-2217
    (919) 716-2217
    2005 Clark Avenue
    Raleigh, NC 27605
    US
    Contact Me
    Areas Served
    Greater Raleigh Area
    Focus Areas
    Customized Lending
    Debt Management
    Financial Planning Guidance
    Education & Certifications
    North Carolina State University; Finance
  • Brad Carr
    Private Banker II, SVP & ASST SEC
    Mobile Phone
    phone
    (919) 716-7119
    (919) 716-7119
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Areas Served
    Piedmont
    Triad Triangle
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Personal Banking Solutions
    Education & Certifications
    North Carolina State University, Business - BA
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined Sate Law Exam
  • Debbie Allen
    Wealth Consultant, SVP & ASST SEC
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Areas Served
    Greater Triangle area and throughout Eastern North Carolina
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Education & Certifications
    East Carolina University, BSBA Marketing , Life & Health licenses, Long Term Care license
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
  • Ken Marsh
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (919) 500-8246
    (919) 500-8246
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Areas Served
    NC Triangle Area
    Focus Areas
    Business Succession Planning
    Charitable Gifting
    Estate Planning
    Education & Certifications
    1988, Bachelor of Arts, University of North Carolina at Chapel Hill 2005, Executive Certificate in Financial Planning, Duke University 2006, Certified Financial Planner (registered trademark)
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam; FINRA Series 66 - Uniform Combined State Law Exam
  • Brad Harris
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (919) 561-0992
    (919) 561-0992
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Areas Served
    NC
    Triangle Area
    Focus Areas
    Business Succession Planning
    Charitable Gifting
    Estate Planning
    Education
    East Carolina University BS Finance and MBA
    Licenses & Registrations
    CFP® FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam
  • Amy Keating
    Private Banker, SVP & ASST SEC
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Areas Served
    Triangle Area, NC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    St. Joseph's College of Maine, BS Business Administration CWS (Certified Wealth Strategist designation issued by Cannon)
    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
  • S. Paul Kanoy
    Wealth Consultant
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Areas Served
    Greater Triangle area
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Education & Certifications
    Appalachian State University, Bachelor of Science in Criminal Justice
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License
  • Otto Mucklo
    Premier Relationship Banker I Platform Sales, AVP & ASST SEC
    4400 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Areas Served
    Greater Raleigh and the Triangle
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Heidelberg University B.A.
  • Taylor MacBain
    Financial Consultant, Investment Officer
    Mobile Phone
    phone
    (919) 410-1660
    (919) 410-1660
    4400 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Areas Served
    Raleigh-Durham & East Wake
    Focus Areas
    Education Planning
    Financial Planning
    Insurance Planning
    Education & Certifications
    North Carolina State University Accredited Wealth Management Advisor (AWMA®)
    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
  • Leah R. Saben
    VP & ASST SEC, Premier Relationship II Banker Platform Sales
    7208 Creedmoor Rd.
    Raleigh, NC 27613
    US
    Contact Me
    Areas Served
    NC and greater Triangle area
    Raleigh
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
  • Eddie L. Naylor
    Investment Specialist
    100 E. Tryon Road
    Raleigh, NC 27603
    US
    Contact Me
    Areas Served
    All of US
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    Bachlor of Science, Shepherd University
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 65 - Uniform Investment Adviser Law Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Long Term Care Insurance License Life Insurance License
  • Doug Russ
    Investment Specialist
    100 E. Tryon Road
    Raleigh, NC 27603
    US
    Contact Me
    Areas Served
    All of US
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    BA in Philosophy with a Concentration in Religious Studies, North Carolina State University BA in Psychology, North Carolina State University MA in Philosophy, New York University
    Licenses & Registrations
    FINRA Series 66 - Uniform Combined State Law Exam FINRA Series 7 - General Securities Representative Exam Life Insurance License Long Term Care Insurance License
  • Josh Alford
    Investment Specialist
    100 E. Tryon Road
    Raleigh, NC 27603
    US
    Contact Me
    Areas Served
    All of US
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    Bachelor's in Finance, University of Charlotte at North Carolina Masters in Trust and Wealth Management
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Certified Financial Planner
  • William K. Norman IV
    Investment Specialist
    100 E. Tryon Road
    Raleigh, NC 27603
    US
    Contact Me
    Areas Served
    All of US
    Focus Areas
    Asset Allocation
    Insurance Planning
    Retirement Planning
    Education & Certifications
    Darla Moore School of Business, University of South Carolina Bachelor's in Business Administration, Finance and Real Estate Accredited Wealth Management Advisor (AWMA®)
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License
  • Ruth Freire Swinarski
    VP & ASST SEC, Senior Fiduciary Officer
    4300 Six Forks Rd.
    Raleigh, NC 27609
    US
    Contact Me
    Focus Areas
    Asset Management Review
    Cash Flow Planning
    Estate Planning
    Education
    Ken University - Management Science Duke University - Executive Certificate in Financial Planning Campbell University - Southeastern Trust School
  • Brandt Nance
    Senior Fiduciary Officer, SVP & ASSET SEC
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Focus Areas
    Estate Planning
    Trust Administration
    Wealth Transfer
    Education & Certifications
    Masters of Business Administration, Campbell University, Buies Creek, North Carolina BBA in Trust and Investment Management with a Minor in Financial Planning Campbell University, Buies Creek, North Carolina
    Licenses & Registrations
    Certified Trust & Financial Advisor (CTFA) Accredited Trust & Financial Advisor (ATFA)
  • Greg J Coudriet IV
    Portfolio Strategist, VP & ASST SEC
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Education & Certifications
    Bachelor of Science in Business, East Carolina University Master of Trust and Wealth Management, Campbell University Certified Financial Planner (CFP®)
  • Isaac White
    Senior Portfolio Strategist, SVP & ASST SEC
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Education & Certifications
    MA, University of North Carolina- Chapel Hill BA, West Virginia University Certified Financial Planner (CFP®)
  • Hattie Warner
    Portfolio Strategist Specialist
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Education & Certifications
    Bachelor of Science in Business with a Marketing Concentration, Political Science Minor North Carolina State University
  • Katie Peeden
    Senior Portfolio Strategist, VP & ASST SEC
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Education & Certifications
    North Carolina State University, Political Science: Law & Theory Certified Financial Planner (CFP®)
  • Logan Hall
    Portfolio Strategist Specialist
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Education & Certifications
    BS Business Administration, Finance Concentration, Economics Minor, North Carolina State University
  • Perrin Burton
    Senior Fiduciary Officer, VP & ASST SEC
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Focus Areas
    Estate Planning
    Financial Education for Heirs
    Tax Planning
    Education & Certifications
    BA in Economics, University of North Carolina Chapel Hill Certified Trust & Financial Advisor (CTFA) - Southeastern Trust School, Campbell University, N.C. National Trust and Graduate Trust Schools, Northwestern University, Illinois Life and Health licenses
    Licenses & Registrations
    Certified Trust & Financial Advisor (CTFA) Accredited Trust & Financial Advisor (ATFA)
  • Emily C. Weatherford
    Senior Fiduciary Officer,
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Contact Me
    Focus Areas
    Asset Management Review
    Cash Flow Planning
    Estate Planning
    Education & Certifications
    Norman Adrian Wiggins School of Law at Campbell University - Juris Doctor University of North Carolina at Chapel Hill - B.A. Political Science, American Studies Minor
    Licenses & Registrations
    Juris Doctor (JD), Non Practicing
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