Chris Bettis
Institutional Business Development Officer, VP & Asst. Sec.
Mobile Phone
phone
(919) 274-2463
Office Information
Office Phone
phone
(336) 412-4253
3001 Trentwest Dr
Winston-Salem, NC 27103
US
Areas Served
Piedmont Triad
Triangle
Get to know us
At First Citizens Wealth, we’ve been helping our Institutional 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, we provide advice and solutions that empower our clients to meet their organizational goals and to make decisions that serve them well into the future.
Our clients include a broad range of businesses, including both for-profit and nonprofit entities. We start with a conversation so we can fully understand your company goals and unique situation, including your company structure, resources, and culture. Based on those discussions, we create a comprehensive plan for your organization that includes our best thinking on strategies to meet your needs. Our experienced team of financial professionals is committed to helping you understand your options and ensure that the services you receive from us are well-aligned with the rest of your corporate strategy.
Your business is unique. Standardized solutions may not be ideal for you. We help you find solutions and understand how they work together, so you can make more informed and effective decisions for your company.
Our clients include a broad range of businesses, including both for-profit and nonprofit entities. We start with a conversation so we can fully understand your company goals and unique situation, including your company structure, resources, and culture. Based on those discussions, we create a comprehensive plan for your organization that includes our best thinking on strategies to meet your needs. Our experienced team of financial professionals is committed to helping you understand your options and ensure that the services you receive from us are well-aligned with the rest of your corporate strategy.
Your business is unique. Standardized solutions may not be ideal for you. We help you find solutions and understand how they work together, so you can make more informed and effective decisions for your company.
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:
- Retirement Plan Services: Provide full investment management and advisory services for qualified and nonqualified retirement plans.
- Institutional Asset Management: Create an investment policy and monitoring plan for your company's assets to align with your goals and responsibilities for your business.
- Philanthropic Services: Design a customized program to help maximize donor gifts, simplify your administrative functions, help ensure compliance, and continue your organization's legacy.
- Additional Institutional Services: Custodial Services, Escrow Agent Services, and more.
Focus Areas
Custodian Services
Escrow Agent Services
Institutional Asset Management
Philanthropic Services
Retirement Plan Services
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
Resources
Make sense of the markets. We have our fingers on the pulse of economic growth, investor sentiment
and valuation trends.
A powerful, sophisticated financial planning software used to design a personalized plan based on your financial goals.
Helping you navigate your financial future from a wealth of information.
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck. Learn more information about this representative's Professional Designations.
View our firm's Customer Relationship Summary (PDF)
Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.
First Citizens Wealth™ 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 and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.
About the Entities, Brands and Services Offered
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (”FCIS”) , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all Investment Professionals, in all jurisdictions, or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:
https://www.firstcitizens.com/wealth/disclosures
https://www.svb.com/private-bank/disclosures/form-adv/
Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.
First Citizens Wealth™ 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 and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.
About the Entities, Brands and Services Offered
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (”FCIS”) , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all Investment Professionals, in all jurisdictions, or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:
https://www.firstcitizens.com/wealth/disclosures
https://www.svb.com/private-bank/disclosures/form-adv/