Perrin Burton
Retired Wealth SVP ATFA CTFA at First Citizens Bank & Trust Company
- Role
- SVP Ctfa Private Wealth Management at First Citizens Bank
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Perrin Burton
Experienced Senior Vice President with a demonstrated history working in the Wealth…
Experience
SVP Ctfa Private Wealth Management
Jun 1976 — Present
Wealth ManagementCTFA (Certified Trust & Financial Advisor)
Skills
- Financial Advisory
- Retirement Planning
- High Net Worth Individuals
- Series 63
- Portfolio Management
- Estate Planning
- Asset Management
- Asset Allocation
- Wealth
- Financial Planning
- Financial Services
- Trusts
- Trust Management
- Retirement
- Finance
- Investments
- Investment Advisory
- Wealth Management
- Wealth Management Services
- Investment Management
- Strategic Financial Planning
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