Keith M. Parrish
Senior Financial Consultant, SVP & Asst. Sec.
Mobile Phone
phone
(336) 971-9370
Office Information
Office Phone
phone
(336) 631-2404
3001 Trenwest Drive
Winston-Salem, NC 27103
US
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.
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
Risk Management
Tax Efficient Investing
Education & Certifications
University of North Carolina at Greensboro, Bachelors in Finance
CMFC
CRPC
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
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser 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.
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 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.
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 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.
