Financial Managers

Front row: Lauren Greene, Ashby Simmons, Monica Wilson, Natosha Drews, Angela Klosterman, Pam Postal Back row: Cole Benoit, Tripp Brunson, Daniel Smith, Adam Davis, Rachel Summerton, Pat Mueller, Greg Risinger

Your finances are personal. Your financial strategy should be too. At First Citizens Wealth Management, we never lose sight of the things that matter to you. Your family. Your business. Your future. Your well-being and security. Your legacy. We’re here to help you live the life you’ve worked so hard to achieve.

First Citizens has been helping our clients manage wealth through economic shifts and changes since 1898. We were built on timeless values, and as careful stewards for our clients’ wealth, apply those same core values that have guided our firm for more than a century to the nearly $40.5 billion in assets under our care.

First Citizens Wealth Management will help you manage the present and plan for the future, offering personalized services and the resources you need to grow, manage, and preserve your wealth.

Expanding Your Wealth

Your financial success begins with a well-rounded, effective strategy designed to meet and surpass your goals.

Preserving Your Wealth

Earning your wealth is the first step. Now put safeguards in place to protect the assets you’ve worked hard to create for yourself and your family.

Transitioning Your Wealth

Put a plan in place to pass the fruits of your labor onto your loved ones and know that your legacy will be protected according to your wishes.

First Citizens Wealth Management offices are located on the second floor of the historic Brennen Building on Main Street.

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/SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA/SIPC. First Citizens Asset Management, Inc. provides investment advisory services. Bank deposit products are offered by First Citizens Bank, Member FDIC.