Henry Kowalewski

Financial Consultant II, SVP

Office Information

Office Phone
phone
4040 River Oaks Drive
Myrtle Beach, SC 29579
US

Areas Served

Myrtle Beach
North Myrtle Beach
Conway

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.

When you work with us, we begin with a conversation. My goal is to fully understand what you want for the future
for you and your family. Based on those discussions, I’ll create a comprehensive, personalized plan for you that
includes our best thinking on strategies to fit your needs and help avoid potential pitfalls along the way. I’ll also
include our local team of experienced financial professionals when needed, so we can help you understand your
options and leverage our resources and expertise.

Regardless of where you are in your financial journey, I can help you build a comprehensive and customized plan– so you can make more informed and effective decisions about your money.

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:

  • Create and execute a comprehensive plan to address all of your financial goals;
  • Determine the best ways to establish security for you and your family now and in the future;
  • Evaluate your options to protect your assets;
  • Help you understand strategies to ensure your intentions are fulfilled in your estate plan;
  • Coordinate with your tax and legal professionals so your planning is consistent.

Focus Areas

Asset Allocation
Retirement Planning
Risk Management

Education & Certifications

BS Business Administration, Lander University

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
Life Insurance License

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).

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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.Member FDIC logo