First Citizens Bank Wealth Associates in Wilmington, NC

Angela Johnson-Moore
Financial Consultant II, VP
Mobile Phone(910) 409-0064
8219 Market Street
Wilmington NC 28411
Areas Served
Wilmington, Burgaw
Focus Areas
Retirement Planning
Asset Allocation
Risk Tolerance
Insurance Planning
Financial Planning
Education & Certifications
Peace College AA, University of North Carolina Wilmington BS Finance
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
Angela S. Williamson
Fiduciary Officer, VP & ASST SEC
440 S. College Rd
Wilmington NC 28403
Focus Areas
Estate Planning
Trust Administration
Education & Certifications
Campbell University: undergrad - Trust & Wealth Management; grad - MBA.
Licenses & Registrations
Certified Trust & Financial Advisor (CTFA) Accredited Trust & Financial Advisor (ATFA)
David Walters
Private Banker, VP & ASST SEC
Mobile Phone(910) 352-8171
440 South College Road
Wilmington NC 28403
Areas Served
Southeastern NC
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
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
Jennifer Moore
VP & ASST SEC, Premier Relationship Banker II Platform Sales
440 College Road
2nd Floor
Wilmington NC 28403
Areas Served
New Hanover County
Pender County
Onslow County
Brunswick County
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Education and Other Certificates
Chartered Retirement Planning Counselor (CRPC®)
Kenneth R. Wilson
Wealth Consultant, SVP & ASST SEC
Mobile Phone(910) 612-1127
440 South College Road
Wilmington NC 28403
Areas Served
New Hanover County
Brunswick County
Pender County
Cumberland County
Bladen County
Moore County
Columbus County
Focus Areas
Estate Planning
Retirement Planning
Asset Allocation
Investment Planning
Business Succession Planning
Education & Certifications
University of North Carolina at Wilmington, Bachelor of Science, Business Management/Finance
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
Michael Taylor
Premier Relationship Banker II Platform Sales
Mobile Phone(804) 514-2683
440 South College Road
Wilmington NC 28403
Areas Served
Wilmington
NC
Focus Areas
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Mitchell Johnson
Private Banker, SVP & ASST SEC
Mobile Phone(252) 671-5248
440 South College Road
Wilmington NC 28403
Areas Served
Southeastern NC
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Education & Certifications
East Carolina University, Bachelor Of Science - BS, Business Finance.
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
Neil Firth
Wealth Consultant, SVP & ASST SEC
Mobile Phone(910) 880-9617
440 South College Road
Wilmington NC 28403
Areas Served
Coastal & Southeastern North Carolina
Focus Areas
Estate Planning
Retirement Planning
Asset Allocation
Investment Planning
Business Succession Planning
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam