First Citizens Bank

6 Wealth Associates in Columbia

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Adam P. Davis Locations

  • Adam P. Davis
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (803) 727-8556
    (803) 727-8556
    1212 Main St
    Columbia, SC 29201
    US
    Contact Me
    Areas Served
    Aiken
    Augusta GA
    Metro Columbia
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Education & Certifications
    Certified Financial Planner (registered trademark), Bachelors Degree in Business Administration from the University of South Carolina, Aiken
    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
  • Tripp Brunson
    Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    (803) 422-7297
    (803) 422-7297
    1212 Main Street
    Columbia, SC 29201
    US
    Contact Me
    Areas Served
    South Carolina
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Clemson University- Political Science/Communication Studies
    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
  • Lauren Greene
    Premier Relationship Banker II, VP & Asst. Sec.
    Mobile Phone
    phone
    (803) 730-9832
    (803) 730-9832
    1212 Main Street
    Columbia, SC 29201
    US
    Contact Me
    Areas Served
    Greater Columbia SC Market
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    BA in Business Administration from Furman University, SC Bankers School
  • Angela Klosterman
    Premier Relationship Banker II, VP & ASST SEC
    Mobile Phone
    phone
    (803) 733-2092
    (803) 733-2092
    1230 Main Street
    Columbia, SC 29201
    US
    Contact Me
    Areas Served
    Columbia, SC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    University of South Carolina Bachelor of Science in Retail
    Licenses & Registrations
    FINRA Series 6 – Investment Company and Variable Contracts FINRA Series 63 - Uniform Securities Agent State Law Exam
  • Ryan Gripper
    Financial Consultant II, AVP
    Mobile Phone
    phone
    (803) 767-8072
    (803) 767-8072
    2760 Clemson Rd.
    Columbia, SC 29229
    US
    Contact Me
    Areas Served
    Columbia & Kershaw County
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    Strayer University - B.A Banking & Management Webster University - M.A. - Business Management
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License
  • Gregory T. Risinger
    Financial Consultant II, SVP & ASST SEC
    Mobile Phone
    phone
    (803) 315-9684
    (803) 315-9684
    4801 Forest Drive, Suite B
    Columbia, SC 29206
    US
    Contact Me
    Areas Served
    Columbia, SC
    Focus Areas
    Asset Allocation
    Financial Planning
    Insurance Planning
    Education & Certifications
    B.S. Business (Finance) - Eastern Illinois University, CFP(R)- Certified Financial Planner
    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 Life Insurance License Long Term Care Insurance License
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