First Citizens Bank Wealth Associates in Raleigh, NC

Adrian Orozco
Investment Specialist
100 E. Tryon Road
Raleigh NC 27603
Areas Served
All of US
Focus Areas
Retirement Planning
Asset Allocation
Tax Efficient Investing
Risk Management
Financial Planning
Education & Certifications
Chartered Retirement Planning Counselor (CRPC®) Hablo Español
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
Amy Keating
Private Banker, SVP & ASST SEC
8540 Colonnade Center Drive
Raleigh NC 27615
Areas Served
Triangle Area, NC
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
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
Andrew Sparrow
Private Banker
8540 Colonnade Center Drive
Raleigh NC 27615
Areas Served
Greater Triangle Area
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Education & Certifications
University of North Carolina at Chapel Hill, BA in Biology and Psychology
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam Company and Variable Contracts Products Representative Exam
Bennett Jethro
Premier Relationship Banker I Platform Sales
10201 Little Brier Creek Lane
Raleigh NC 27617
Areas Served
Raleigh-Durham
Focus Areas
Personal Banking Solutions
Customized Lending
Financial Planning Guidance
Education & Certifications
Bachelor's in Media, Journalism, Advertising, University of North Carolina at Chapel Hill
Brad Carr
Private Banker II, SVP & ASST SEC
Mobile Phone(919) 716-7119
8540 Colonnade Center Drive
Raleigh NC 27615
Areas Served
Piedmont
Triad Triangle
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
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
Brad Harris
Wealth Consultant, SVP & ASST SEC
Mobile Phone(919) 561-0992
8540 Colonnade Center Drive
Raleigh NC 27615
Areas Served
Triangle Area
NC
Focus Areas
Estate Planning
Retirement Planning
Investment Planning
Business Succession Planning
Charitable Gifting
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
Bradley Boeck
Senior Premier Client Banker LB
100 East Tryon Road
Raleigh NC 27603
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Life Insurance License
Education
North Carolina State University, Bachelor's in Business Administration with Finance concentration
Brandt Nance
Senior Fiduciary Officer, SVP & ASSET SEC
8540 Colonnade Center Drive
Raleigh NC 27615
Focus Areas
Estate Planning
Wealth Transfer
Trust Administration
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)
David Emswiler
Wealth Consultant, SVP & ASST SEC
8540 Colonnade Center Drive
Raleigh NC 27615
Areas Served
Greater Triangle area
Focus Areas
Estate Planning
Retirement Planning
Asset Allocation
Investment Planning
Business Succession Planning
Education & Certifications
Certified Financial Planner™ (CFP®),Campbell University, Master of Business Administration,Campbell University, Bachelor of Business Administration with a Minor in Financial Planning
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,Health Insurance License
DJ Carper
Private Banker, BO & ASST SEC
8540 Colonnade Center Drive
Raleigh NC 27615
Areas Served
Triangle Area
Registrations & Licenses
FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam
Education & Other Certificates
Western Carolina, BS Business Administration
Doug Russ
Investment Specialist
100 E. Tryon Road
Raleigh NC 27603
Areas Served
All of US
Focus Areas
Financial Planning
Tax Efficient Investing
Asset Allocation
Risk Management
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 FINRA Series 24 – General Securities Principal Exam Life Insurance License Long Term Care Insurance License
Eddie L. Naylor
Investment Specialist
100 E. Tryon Road
Raleigh NC 27603
Areas Served
All of US
Focus Areas
Financial Planning
Retirement Planning
Asset Allocation
Risk Management
Tax Efficient Investing
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
Emily C. Weatherford
Senior Fiduciary Officer,
8540 Colonnade Center Drive
Raleigh NC 27615
Focus Areas
Estate Planning
Tax Planning
Wealth Transfer
Asset Management Review
Trust Administration
Cash Flow Planning
Financial Education for Heirs
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
Greg J Coudriet IV
Portfolio Strategist, VP & ASST SEC
8540 Colonnade Center Drive
Raleigh NC 27615
Education & Certifications
Bachelor of Science in Business, East Carolina University Master of Trust and Wealth Management, Campbell University Certified Financial Planner (CFP®)
Gregory Dana Weiss
Senior Financial Consultant, SVP
Mobile Phone(919) 345-0117
14440 New Falls of Neuse Road
Raleigh NC 27614
Areas Served
Raleigh
Wake Forest
surrounding Raleigh area
Focus Areas
Financial Planning
Retirement Planning
Tax Efficient Investing
Insurance Planning
Incapacity 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
Josh Alford
Investment Specialist
100 E. Tryon Road
Raleigh NC 27603
Areas Served
All of US
Focus Areas
Retirement Planning
Risk Management
Financial Planning
Asset Allocation
Tax Efficient Investing
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
Katie Peeden
Senior Portfolio Strategist, VP & ASST SEC
8540 Colonnade Center Dr. Raleigh, NC 27615
Raleigh NC 27609
Education & Certifications
North Carolina State University, Political Science: Law & Theory Certified Financial Planner (CFP®)
Ken Marsh
Wealth Consultant, SVP & ASST SEC
Mobile Phone(919) 500-8246
8540 Colonnade Center Drive
Raleigh NC 27615
Areas Served
NC Triangle Area
Focus Areas
Estate Planning
Retirement Planning
Investment Planning
Business Succession Planning
Charitable Gifting
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
Laura C. Frushone
Senior Financial Consultant, SVP & Asst. Sec.
Mobile Phone(919) 835-3564
2005 Clark Avenue
Raleigh NC 27605
Areas Served
Central Raleigh
Focus Areas
Retirement planning
Asset allocation
Tax Efficient Investing
Risk Management
Insurance 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
My Team
Johnna Kendrick: johnna.kendrick@firstcitizens.com 919-716-2722 Mary Restrepo: mary.restrepo@firstcitizens.com 919-716-7089 Kasie Craven: kasie.craven@firstcitizens.com 919-716-7641
Laura Woodworth Keohane
Fiduciary Services Officer, SVP & ASST SEC
8540 Colonnade Center Drive
Raleigh NC 27615
Focus Areas
Estate Planning
Tax Planning
Wealth Transfer
Trust Administration
Financial Education for Heirs
Education
JD, University of North Carolina at Chapel Hill School of Law BA, Yale University
Certifications
JD, non-practicing
Leah R. Saben
VP & ASST SEC, Premier Relationship Banker II Platform Sales
7208 Creedmoor Rd.
Raleigh NC 27613
Areas Served
Raleigh
NC and greater Triangle area
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Logan Hall
Portfolio Strategist Specialist
8540 Colonnade Center Drive
Raleigh NC 27615
Education & Certifications
BS Business Administration, Finance Concentration, Economics Minor, North Carolina State University
Otto Mucklo
Premier Relationship Banker II Platform Sales, VP & ASST SEC
4400 Six Forks Road
Raleigh NC 27609
Areas Served
Greater Raleigh and the Triangle
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Education & Certifications
Heidelberg University B.A.
Robyn H. Pegram
VP & ASST SEC, Premier Relationship Banker II Platform Sales
3231 Edwards Mill Road
Raleigh NC 27612
Areas Served
Greater Raleigh
Raleigh Triangle
Focus Areas
Personalized Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Education
North Carolina State University
Ruth Freire Swinarski
VP & ASST SEC, Senior Fiduciary Officer
8540 Colonnade Center Drive
Raleigh NC 27615
Focus Areas
Estate Planning
Tax Planning
Wealth Transfer
Asset Management Review
Trust Administration
Cash Flow Planning
Financial Education for Heirs
Education
Ken University - Management Science Duke University - Executive Certificate in Financial Planning Campbell University - Southeastern Trust School
S. Paul Kanoy
Wealth Consultant
8540 Colonnade Center Drive
Raleigh NC 27615
Areas Served
Greater Triangle area
Focus Areas
Estate Planning
Retirement Planning
Asset Allocation
Investment Planning
Business Succession 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
Scott Mancini
Premier Client Banker LB
100 East Tryon Road
Raleigh NC 27603
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Life Insurance License
Education
University of Alabama, Bachelor's in Finance
Taylor MacBain
Financial Consultant, Investment Officer
Mobile Phone(919) 410-1660
4400 Six Forks Road
Raleigh NC 27609
Areas Served
Raleigh-Durham & East Wake
Focus Areas
Retirement Planning
Tax Efficient Investing
Education Planning
Insurance Planning
Financial 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
William K. Norman IV
Investment Specialist
100 E. Tryon Road
Raleigh NC 27603
Areas Served
All of US
Focus Areas
Retirement Planning
Tax Efficient Investing
Insurance Planning
Risk Management
Asset Allocation
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
Zach Kelly
Premier Relationship Banker II, VP & ASST SEC
Mobile Phone(919) 716-2217
2005 Clark Avenue
Raleigh NC 27605
Areas Served
Greater Raleigh Area
Focus Areas
Personal Banking Solutions
Customized Lending
Debt Management
Financial Planning Guidance
Education & Certifications
North Carolina State University; Finance