First Citizens Bank

3 Wealth Associates in Winston-Salem

Chris Bettis Locations

  • Institutional Business Development Officer, VP & Asst. Sec.
    Mobile Phone
    phone
    3001 Trentwest Dr
    Winston-Salem, NC 27103
    US
    Areas Served
    Piedmont Triad
    Triangle
    Focus Areas
    Custodian Services
    Escrow Agent Services
    Institutional Asset Management
    Education & Certifications
    Appalachian State University, Bachelors in Political Science and Minor in JournalismCFPAIR
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 - Uniform Securities Agent State Law Exam
  • Senior Financial Consultant, SVP & Asst. Sec.
    Mobile Phone
    phone
    3001 Trenwest Drive
    Winston-Salem, NC 27103
    US
    Areas Served
    Winston Salem
    Focus Areas
    Asset allocation
    Insurance Planning
    Retirement planning
    Education & Certifications
    University of North Carolina at Greensboro, 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
  • Premier Relationship Banker II, VP & Asst. Sec.
    Mobile Phone
    phone
    3001 Trenwest Drive
    Winston-Salem, NC 27103
    US
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    B.A. English, High Point University Accredited Wealth Management Advisor (AWMA®)
    Licenses & Registrations
    Life Insurance, Health Insurance
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