First Citizens Bank Wealth Associates in Charleston, SC

Adam Crotts
Financial Consultant II, AVP & ASST SEC
462 Folly Road
Charleston SC 29412
Areas Served
Charleston
Beaufort
Bluffton
Hilton Head
Focus Areas
Retirement Planning
Asset Allocation
Risk Tolerance
Tax Efficient Investing
Education Planning
Risk Management
Insurance Planning
Financial Planning
Incapacity Planning
Education & Certifications
Bachelors of Science in Economics with a Concentration in Finance
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License
Chris Jones
Wealth Consultant, SVP & ASST SEC
Mobile Phone(301) 542-2542
152 East Bay Street
Charleston SC 29401
Areas Served
Charleston
Bluffton
Beaufort
Hilton Head
Savannah
Focus Areas
Estate Planning
Retirement Planning
Asset Allocation
Investment Planning
Business Succession Planning
Education & Certifications
Life, Health Medicare Supplement and Long – Term Care Licenses University of Maryland University College with a degree in Criminal Justice
Licenses & Registrations
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam FINRA Series 7 – General Securities Representative Exam FINRA Series 63 – Uniform Securities Agent State Law Exam FINRA Series 65 – Uniform Investment Adviser Law Exam
Eddie J Carta
Premier Relationship II Banker Platform Sales
152 East Bay Street
Charleston SC 29401
Areas Served
Charleston Metro
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Education & Other Certificates
Life Insurance License Quinnipiac University, Master's in Strategic Leadership University of South Carolina, Bachelor's in Economics
John Swink
Senior Portfolio Strategist, SVP & ASST SEC
152 East Bay Street
Charleston SC 29401
Education & Certifications
BA Economics, Emory University
Kelly King
Private Banker
Mobile Phone(843) 697-7082
152 East Bay Street
Charleston SC 29401
Areas Served
Coastal South Carolina
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Education & Certifications
University of Massachusetts, Amherst
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 - Uniform Securities Agent State Law Exam, FINRA Series 66 - Uniform Combined State Law Exam Company and Variable Contracts Products Representative Exam, Series 6 – Investment Company and Variable Contracts Products Representative Exam
Steven Brown
Premier Relationship Banker II, SVP & ASST SEC
Mobile Phone(864) 590-1100
182 Meeting Street
Charleston SC 29401
Areas Served
Charleston Metro
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Education & Certifications
B.S. Degree in Business Administration from Kennedy Western University