First Citizens Bank

9 Wealth Associates in Wilmington

Jennifer Moore Locations

  • Jennifer Moore
    VP & ASST SEC, Premier Relationship Banker II Platform Sales
    440 College Road
    2nd Floor
    Wilmington, NC 28403
    US
    Areas Served
    Brunswick County
    New Hanover County
    Onslow County
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education and Other Certificates
    Chartered Retirement Planning Counselor (CRPC®)
  • Stephanie Williams Guanzini
    Financial Consultant II
    440 S. College Rd.
    Wilmington, NC 28403
    US
    Areas Served
    Wilmington, NC
    Focus Areas
    Financial Planning
    Insurance Planning
    Retirement Planning
    Education & Certifications
    Bachelor's Degree, East Carolina University
    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
    phone
    (910) 880-9617
    (910) 880-9617
    440 South College Road
    Wilmington, NC 28403
    US
    Areas Served
    Coastal & Southeastern North Carolina
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
  • Kenneth R. Wilson
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (910) 612-1127
    (910) 612-1127
    440 South College Road
    Wilmington, NC 28403
    US
    Areas Served
    Bladen County
    Brunswick County
    Columbus County
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate 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
  • Mitchell Johnson
    Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    (252) 671-5248
    (252) 671-5248
    440 South College Road
    Wilmington, NC 28403
    US
    Areas Served
    Southeastern NC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    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
  • David Walters
    Private Banker, VP & ASST SEC
    Mobile Phone
    phone
    (910) 352-8171
    (910) 352-8171
    440 South College Road
    Wilmington, NC 28403
    US
    Areas Served
    Southeastern NC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    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
  • Michael Taylor
    Premier Relationship Banker II Platform Sales
    Mobile Phone
    phone
    (804) 514-2683
    (804) 514-2683
    440 South College Road
    Wilmington, NC 28403
    US
    Areas Served
    NC
    Wilmington
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
  • Angela Johnson-Moore
    Financial Consultant II, VP
    Mobile Phone
    phone
    (910) 409-0064
    (910) 409-0064
    8219 Market Street
    Wilmington, NC 28411
    US
    Areas Served
    Wilmington, Burgaw
    Focus Areas
    Asset Allocation
    Financial Planning
    Insurance 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
    US
    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)
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