James Whitt

Financial Consultant II, First Citizens Investor Services

Role: Financial Consultant Ii at First Citizens Wealth
Location: Charleston, SC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Consultant Ii
First Citizens Wealth
Sep 2022 — Present · Summerville, SC, US

Skills

Variable Annuities
Financial Advisory
Uniform Combined State Law
Retirement Planning
Insurance
Series 7
Retirement
Strategic Financial Planning
Health Insurance
Trusts
Life Insurance
Finance
Portfolio Management
Investment Advisory
Securities
Estate Planning
Iras
Investments
Long-Term Care
Mutual Funds
Asset Allocation
401k Rollovers
Fixed Annuities
Series 63
401k
Wealth Management
529 Plans
Disability Insurance
Financial Advisor, Wealth Management, Financial Planning, 401k Plans, Annuities,
Asset Management

Contact information

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Work email
•••••@firstcitizens.com
Personal email
•••••@•••••.com
Direct dial
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Current company

First Citizens Bank

Banking · 19K employees · Raleigh, North Carolina, United States

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (18•••••••32). First Citizens Bank. Forever First®. Member FDIC. Equal Housing Lender. Social Media Terms of Use: https://www.firstcitizens.com/socialterms

firstcitizens.com

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Experience

Financial Consultant Ii

Skills

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