Get to know us
When you work with us, it begins with a consultative conversation. Our goal is to fully understand what you want for the future for you and your family, as well as your concerns. Based on those discussions, we create a comprehensive, personalized plan for you that includes our best thinking on strategies to fit your needs and to help you avoid potential pitfalls along the way. Our experienced team of financial professionals is committed to helping you understand your options and leverage all resources and expertise at our disposal.
Regardless of where you are in your financial journey, our team helps you build a comprehensive and customized plan – so you can make more informed and effective decisions about your money.
We can help you accomplish so much more.
First Citizens prides itself on strength, stability, and consistency. In delivering customized advice, tailored strategies, and personal attention, we can help you:
• Create and execute a comprehensive plan to address all of your financial goals;
• Integrate your personal financial plan with your long-term strategic plan if you own a business;
• Determine the best ways to establish security for you and your family now and in the future;
• Evaluate your options to 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.
Education & Certifications
2005, Executive Certificate in Financial Planning, Duke University
2006, Certified Financial Planner (registered trademark)
Licenses & Registrations
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.
First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
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.