Keith M. Parrish
Get to know us
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.
Education & Certifications
Licenses & Registrations
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
First Citizens Wealth Management 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, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment associate; and First Citizens Asset Management, Inc., an SEC-registered investment associate.
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.
Bank deposit products are offered by First Citizens Bank, Member FDIC.