First Citizens Bank

4 Wealth Associates in Richmond

Ryan B. Ives Locations

  • Ryan B. Ives
    Premier Relationship Banker I Platform Sales | VP & ASST SEC
    Mobile Phone
    phone
    (804) 382-0770
    (804) 382-0770
    11776 West Broad Street
    Richmond, VA 23233
    US
    Contact Me
    Areas Served
    Richmond, VA
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Business Management, Radford University
  • Jeff Winneberger
    Wealth Consultant, SVP & ASST SEC
    Mobile Phone
    phone
    (804) 307-8270
    (804) 307-8270
    6800 Paragon Pl
    Ste. 115
    Richmond, VA 23230
    US
    Contact Me
    Areas Served
    Virginia
    West Virginia
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Charitable Gifting
    Education & Certifications
    Christopher Newport University, BSBA Finance, BB&T Banking School at Wake Forest University, Southeast Trust School at Campbell University
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 24 – General Securities Principal 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
  • Matt Brandon
    Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    (540) 272-2980
    (540) 272-2980
    6800 Paragon Pl
    Suite 115
    Richmond, VA 23230
    US
    Contact Me
    Areas Served
    Maryland
    Virginia
    Washington D.C.
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    B.S. Finance, Virginia Polytechnic Institute and State University Certified Financial Planner (CFP®) RMA Commercial Lending School
    Licenses & Registrations
    FINRA Series 7 – General Securities Representative Exam
  • Laura Keohane
    Senior Fiduciary Officer, SVP & ASST SEC
    6800 Paragon Place
    Suite 115
    Richmond, VA 23230
    US
    Contact Me
    Focus Areas
    Asset Management Review
    Cash Flow Planning
    Estate Planning
    Education & Certifications
    Yale University, B.A. The University of North Carolina School of Law, J.D.
    Licenses & Registrations
    Juris Doctor (JD), Non Practicing
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