First Citizens Bank Wealth Associates in Lyman, SC

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Donna Morris
Financial Consultant II, AVP
Mobile Phone(864) 978-5165
104 Edgewood Street
Lyman SC 27365
Areas Served
Spartanburg County
Focus Areas
Retirement Planning
Asset Allocation
Risk Management
Insurance Planning
Financial Planning
Education & Certifications
AWMA® Bachelor of Science in Marketing from Bentley University
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