First Citizens Bank

10 Wealth Associates in Columbia

Adam P. Davis Locations

  • Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    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
  • Private Banker, VP & ASST SEC
    Mobile Phone
    phone
    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
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    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
  • Premier Relationship Banker II, VP & Asst. Sec.
    Mobile Phone
    phone
    1212 Main Street
    Columbia, SC 29201
    US
    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
  • 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
  • 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
  • AVP & ASST SEC, Premier Relationship Banker I Platform Sales
    Mobile Phone
    phone
    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
  • Financial Consultant II, AVP
    Mobile Phone
    phone
    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
  • Financial Consultant II, SVP & ASST SEC
    Mobile Phone
    phone
    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
  • 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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