First Citizens Bank

9 Wealth Associates in Columbia

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
    Areas Served
    Aiken
    Augusta GA
    Metro Columbia
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate 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
    phone
    (803) 479-1793
    (803) 479-1793
    1212 Main St
    Columbia, SC 29201
    US
    Areas Served
    Greater Columbia, SC
    Lexington, SC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    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
  • Tripp Brunson
    Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    (803) 422-7297
    (803) 422-7297
    1212 Main Street
    Columbia, SC 29201
    US
    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
  • Ashby Carlisle Simmons
    Investment Officer, Financial Consultant II
    1230 Main St
    Columbia, SC 29201
    US
    Areas Served
    Columbia, SC
    Lexington, SC
    West Columbia, SC
    Focus Areas
    Asset Allocation
    Financial Planning
    Insurance 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
  • Rachel Summerton
    Premier Relationship Banker I Platform Sales
    1230 Main Street
    Columbia, SC 29201
    US
    Areas Served
    Chapin
    Columbia
    Irmo
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
  • Monica E. Wilson
    AVP & ASST SEC, Premier Relationship Banker I Platform Sales
    Mobile Phone
    phone
    (803) 931-1732
    (803) 931-1732
    1230 Main Street
    Columbia, SC 29201
    US
    Areas Served
    Richland and Lexington County SC
    Focus Areas
    Customized Lending
    Debt Management
    Financial Planning Guidance
    Education & Certifications
    BBA Marketing, Francis Marion University
    Licenses & Registrations
    SC Life Insurance License
  • Ryan Gripper
    Financial Consultant II, AVP
    Mobile Phone
    phone
    (803) 767-8072
    (803) 767-8072
    2760 Clemson Rd.
    Columbia, SC 29229
    US
    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
    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
  • Natosha Drews
    Senior Fiduciary Officer, VP & ASST SEC
    1230 Main St. Columbia
    Columbia, SC 29201
    US
    Focus Areas
    Asset Management Review
    Estate Planning
    Financial Education for Heirs
    Education & Certifications
    BA, University of South Carolina
    Licenses & Registrations
    Certified Trust & Financial Advisor (CTFA)
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