First Citizens Bank Wealth Associates in Greenville, SC

Hayden Brown
Financial Consultant
325 West McBee Avenue
Greenville SC 29601
Areas Served
Greenville, SC
Focus Areas
Retirement Planning
Asset Allocation
Tax Efficient Investing
Risk Management
Insurance Planning
Education
Clemson University - Financial Management
Licenses & Registration
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
Jo Bettis
Wealth Consultant
325 W. McBee Avenue
Greenville SC 29601
Areas Served
Upstate and Foothills
West SC
Focus Areas
Estate Planning
Retirement Planning
Investment Planning
Business Succession Planning
Tax Planning
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
Education & Certifications
BA in International Business, Salem College, 2001
Mark Altomare
Senior Portfolio Strategist - Personal
325 West McBee Avenue
Greenville SC 29601
Certifications & Designations
Chartered Financial Analyst (CFA)
Education
University at Albany, State University of New York - Bachelor of Arts in Economics
Mark Eley
Private Banker, SVP & ASST SEC
Mobile Phone(864) 616-8894
325 West McBee Avenue
Greenville SC 29601
Areas Served
Upstate of South Carolina, Greenville Spartanburg and Anderson
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Education & Certifications
Southern Wesleyan College - Business Administration, University of South Carolina School of Banking
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
Rhonda Winter
Premier Relationship Banker I
325 West McBee Avenue
Greenville SC 29601
Areas Served
Greenville, SC
Focus Areas
Personal Banking Solutions
Customized Lending
Financial Planning Guidance
Licenses & Registrations
SC Life Insurance License SC Health Insurance License
Sara Beth Downing
Private Banker, VP & ASST SEC
325 West McBee Avenue
Greenville SC 29601
Areas Served
Upstate SC
Greer, SC
Spartanburg, SC
Lyman, SC
Simpsonville, SC
Greenville, SC
Education & Other Certificates
Bachelor of Arts Missouri Southern State University
Steve Newlin
Senior Fiduciary Officer, VP & ASST SEC
325 West McBee Avenue
Greenville SC 29601
Focus Areas
Estate Planning
Tax Planning
Wealth Transfer
Asset Management Review
Trust Administration
Cash Flow Planning
Financial Education for Heirs
Education & Certifications
BBA Accounting, University of Texas at Austin MBA, University of Houston Law Degree, University of Houston
Licenses & Registrations
Juris Doctor (JD), Non Practicing
Susan Arthur Campion
Financial Consultant II, SVP
Mobile Phone(864) 423-3351
2201 Augusta St.
Greenville SC 29605
Areas Served
Greenville, SC
SC Upstate Area
Focus Areas
Retirement Planning
Asset Allocation
Tax Efficient Investing
Risk Management
Financial Planning
Education & Certifications
Bachelor's of Science in International Business, Business
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 FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License