First Citizens Bank

4 Wealth Associates in Richmond

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Scott Shriver Locations

  • Scott Shriver
    Investment Officer, Financial Consultant II
    10501 Patterson Avenue
    Richmond, VA 23238
    US
    Contact Me
    Areas Served
    Central VA
    Charlottesville
    Richmond
    Focus Areas
    Asset Allocation
    Retirement Planning
    Risk Management
    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
    Education
    Bachelor of the Arts, Frostburg State University
  • 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
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