First Citizens Bank

6 Wealth Associates in Charleston

Kerrick Keenan Locations

  • Kerrick Keenan
    Financial Consultant II, SVP
    Mobile Phone
    phone
    (843) 469-8568
    (843) 469-8568
    126 Seven Farms Drive
    Charleston, SC 29492
    US
    Areas Served
    Charleston
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    Bachelor of Science in Business Management, University of Maryland
    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, Life Insurance License
  • Kelly King
    Private Banker
    Mobile Phone
    phone
    (843) 697-7082
    (843) 697-7082
    152 East Bay Street
    Charleston, SC 29401
    US
    Areas Served
    Coastal South Carolina
    Focus Areas
    Cash Flow Planning
    Customized Lending
    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
  • Chris Jones
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (301) 542-2542
    (301) 542-2542
    152 East Bay Street
    Charleston, SC 29401
    US
    Areas Served
    Beaufort
    Bluffton
    Charleston
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate 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
  • Steven Brown
    Premier Relationship Banker II, SVP & ASST SEC
    Mobile Phone
    phone
    (864) 590-1100
    (864) 590-1100
    182 Meeting Street
    Charleston, SC 29401
    US
    Areas Served
    Charleston Metro
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    B.S. Degree in Business Administration from Kennedy Western University
  • Adam Crotts
    Financial Consultant II, AVP & ASST SEC
    462 Folly Road
    Charleston, SC 29412
    US
    Areas Served
    Beaufort
    Bluffton
    Charleston
    Focus Areas
    Asset Allocation
    Education Planning
    Financial 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
  • John Swink
    Senior Portfolio Strategist, SVP & ASST SEC
    152 East Bay Street
    Charleston, SC 29401
    US
    Education & Certifications
    BA Economics, Emory University
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