Office Information
Office Phone
phone
(803) 931-1413
1230 Main St. Columbia
Columbia, SC 29201
US
Get to know us
At First Citizens Wealth Management, we’ve been helping clients plan for the future for over 100 years. It’s a heritage that shapes the service we offer and the values that guide us. Every day, our teams provide advice and solutions that empower clients like you to plan for their dreams and safeguard the future for themselves and their loved ones.
As a part of your relationship team, I manage fiduciary and administrative matters related to trusts and investment management accounts. I also work with you to understand current cash flow needs and overall wealth transfer objectives with a focus on identifying opportunities to enhance your plan and ensure it meets your estate goals.
As a part of your relationship team, I manage fiduciary and administrative matters related to trusts and investment management accounts. I also work with you to understand current cash flow needs and overall wealth transfer objectives with a focus on identifying opportunities to enhance your plan and ensure it meets your estate goals.
We can help you accomplish so much more.
First Citizens prides itself on strength, stability, and consistency. In delivering customized advice, tailored strategies, and personal attention, I can help you:
- Consult on comprehensive estate and tax planning matters.
- Review and identify opportunities to enhance your estate planning documents.
- Provide trust solutions to help you achieve your overall wealth transfer goals.
- Coordinate with your tax and legal professionals on the management of your current tax situation and long-term planning needs.
- Financial education for descendants.
- Cash flow analysis.
Focus Areas
Asset Management Review
Estate Planning
Financial Education for Heirs
Trust Administration
Wealth Transfer
Education & Certifications
BA, University of South Carolina
Licenses & Registrations
Certified Trust & Financial Advisor (CTFA)
Resources
Make sense of the markets. We have our fingers on the pulse of economic growth, investor sentiment
and valuation trends.
A powerful, sophisticated financial planning software used to design a personalized plan based on your financial goals.
Helping you navigate your financial future from a wealth of information.
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.
View our firm's Customer Relationship Summary (PDF)
Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.
First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment associate; and First Citizens Asset Management, Inc., an SEC-registered investment associate.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment associate; and First Citizens Asset Management, Inc., an SEC-registered investment associate.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
