First Citizens Bank Wealth Associates in Danville, VA

Jonathan Hollie
Financial Consultant II, SVP & Asst. Sec.
685 West Main Street
Danville VA 24541
Areas Served
Danville, VA
Chatham, VA
Bedford, VA
Lynchburg, VA
Focus Areas
Retirement Planning
Asset Allocation
Tax Efficient Investing
Risk Management
Insurance Planning
Education & Certifications
Virginia Tech, Bachelors in Economics & Finance
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License
Kimbal Campbell
Senior Premier Client Banker LB
Mobile Phone(434) 334-6471
530 Main Street
Danville VA 24541
Focus Areas
Customized Lending
Financial Planning Guidance
Personal Banking Solutions
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam Life Insurance License Health Insurance License Long-term Care License
Education & Certifications
Methodist University, Bachelor's in Business Administration
Sonya Cross Wentz
Financial Consultant II, SVP
Mobile Phone(434) 489-6567
130 Collins Drive
Danville VA 24540
Areas Served
Southside Virginia
Focus Areas
Retirement Planning
Asset Allocation
Risk Tolerance
Insurance Planning
Financial Planning
Education & Certifications
CRPC, CMFC
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License