Get to know us
As a part of your relationship team, I manage fiduciary and administrative matters related to trusts and investment management accounts. I also work with you to understand current cash flow needs and overall wealth transfer objectives with a focus on identifying opportunities to enhance your plan and ensure it meets your estate goals.
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:
- Consult on comprehensive estate and tax planning matters.
- Review and identify opportunities to enhance your estate planning documents.
- Provide trust solutions to help you achieve your overall wealth transfer goals.
- Coordinate with your tax and legal professionals on the management of your current tax situation and long-term planning needs.
- Financial education for descendants.
- Cash flow analysis.
Education & Certifications
The University of North Carolina School of Law, J.D.
Licenses & Registrations
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck. Learn more information about this representative's Professional Designations.
View our firm's Customer Relationship Summary (PDF)
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.