Keith M. Parrish

Senior Financial Consultant, SVP & Asst. Sec.
Mobile Phone

Office Information

Office Phone
3001 Trenwest Drive
Winston-Salem, NC 27103

Areas Served

Winston Salem

Get to know us

Keith entered the financial services industry in 1995 and brings knowledge, professionalism and an understanding of the financial landscape to his relationships. Having been a member of our First Citizens Investor Services (FCIS) team since 1997, he is well known in his community as a trusted and innovative advisor, helping his clients do more with their assets and resources as they work to shape their future.

He is passionate about working with individuals, families, and businesses to establish, implement and monitor comprehensive wealth management plans tailored to their specific needs and objectives. Here to show you the impact that financial planning may have for you, his expertise lies in retirement planning and investment management/strategy with a focus on the achievement of very specific goal based planning objectives.

He is a graduate of University of North Carolina at Greensboro with a degree in Finance and holds the CMFC and CRPC designations.

Keith is dedicated to supporting the advancement of individuals & veterans with disabilities as well as local humane organizations promoting animal adoption and care. He also enjoys golf, travel, and reading in his free time. He and his wife, Ann, reside in Winston-Salem, NC.

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;
• 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.

Focus Areas

Asset allocation
Insurance Planning
Retirement planning

Education & Certifications

University of North Carolina at Greensboro, Bachelors in 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


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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.

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