First Citizens Bank Wealth Associates in Columbia, SC

Adam P. Davis
Wealth Consultant, SVP & ASST SEC
Mobile Phone(803) 727-8556
1212 Main St
Columbia SC 29201
Areas Served
Metro Columbia
Orangeburg
Aiken
Sumter Markets in South Carolina
Augusta GA
Focus Areas
Estate Planning
Retirement Planning
Asset Allocation
Investment Planning
Business Succession Planning
Education & Certifications
Certified Financial Planner (CFP®), 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
Angela Klosterman
Private Banker, VP & ASST SEC
Mobile Phone(803) 479-1793
1212 Main St
Columbia SC 29201
Areas Served
Greater Columbia, SC
Lexington, SC
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Licenses & Registrations
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 66 - Uniform Combined State Law Exam
Education
B.S. in Retail, University of South Carolina
Ashby Carlisle Simmons
AVP, Financial Consultant II
1230 Main St
Columbia SC 29201
Areas Served
Columbia, SC
Lexington, SC
West Columbia, SC
Focus Areas
Retirement Planning
Asset Allocation
Risk Tolerance
Insurance Planning
Financial Planning
Education & Certifications
Gemological Institute of America Graduate
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
Dillon E. Smith
Financial Consultant II
2760 Clemson Road
Columbia SC 29229
Areas Served
Columbia, SC
Northeast SC
Blythewood, SC
Registrations & Licenses
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
Education & Other Certificates
University of South Carolina - BS Athletic Training Middle Tennessee State University - MS Sport & Leisure Managment
Gregory T. Risinger
Financial Consultant II, SVP & ASST SEC
Mobile Phone(803) 315-9684
4801 Forest Drive, Suite B
Columbia SC 29206
Areas Served
Columbia, SC
Focus Areas
Retirement Planning
Asset Allocation
Risk Tolerance
Risk Management
Insurance Planning
Financial 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
John Suber
BO & ASST SEC, Premier Relationship Banker I Platform Sales
2760 Clemson Road
Columbia SC 29229
Areas Served
Northeast Columbia
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Education & Other Certficates
Presbyterian College, Bachelors of Science in Business Administration and Accounting South Carolina Life Insurance License
Jordan Quinzi
Premier Relationship Banker II Banker Platform Sales, VP & ASST SEC
1212 Main Street
Columbia SC 29201
Areas Served
Columbia
Blythewood
Cayce
West Columbia
Lexington
Monica E. Wilson
VP, Senior Premier Relationship Banker
Mobile Phone(803) 477-8244
1230 Main Street
Columbia SC 29201
Areas Served
Richland and Lexington County SC
Focus Areas
Personal Banking Solutions
Customized Lending
Debt Management
Financial Planning Guidance
Education & Certifications
BBA Marketing, Francis Marion University
Licenses & Registrations
SC Life Insurance License
Tripp Brunson
Private Banker, SVP & ASST SEC
Mobile Phone(803) 422-7297
1212 Main Street
Columbia SC 29201
Areas Served
South Carolina
Focus Areas
Customized Lending
Cash Flow Planning
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