Office Information
Areas Served
- Raleigh
- Wake Forest
- surrounding Raleigh area
Get to know us
At First Citizens Wealth, we’ve been helping clients plan for the future for over 125 years. It’s a heritage that shapes the service we offer and the values that guide us. Every day, our teams provide advice and solutions that empower clients like you to plan for their dreams and safeguard the future for themselves and their loved ones.
In my role as a Senior Financial Consultant and with over 25 years of experience in the financial services industry, I bring professionalism and an understanding of the financial landscape to my relationships. When you work with First Citizens, we begin with a conversation. My goal is to fully understand what you want for the future for you and your family. Based on those discussions, I’ll create a personalized plan for you that includes our best thinking on strategies to fit your needs and help avoid potential pitfalls along the way. I’ll also include our local team of experienced financial professionals when needed, so we can help you understand your options and leverage our resources and expertise.
Regardless of where you are in your financial journey, I can help you build a customized financial plan, so you can make a more informed and effective decision about your money.
I graduated from the University of North Carolina at Wilmington with a degree in Accounting and hold the Chartered Mutual Fund Counselor, Chartered Retirement Planning Counselor
and Accredited Asset Management Specialist designations from The College for Financial Planning.
How we support your unique vision.
First Citizens prides itself on strength, stability, and consistency. In delivering customized advice, tailored strategies, and personal attention, I can help you:
- Create and execute a comprehensive plan to address your financial goals;
- Determine the best ways to assist in establishing financial confidence for you and your family now and in the future;
- Evaluate your options to help protect your assets;
- Help you understand strategies to ensure your intentions are fulfilled in your estate plan;
- Coordinate with your tax and legal professionals so your planning is consistent.
Niches
Focus Areas
Education & Certifications
Licenses & Registrations
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck. Learn more information about this representative's Professional Designations.
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Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment associate; and First Citizens Asset Management, Inc., an SEC-registered investment associate.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
Bank deposit products are offered by First Citizens Bank, Member FDIC.