James Taylor is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at First Citizens Bank and RCE Theaters. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes and offers services including wrap programs, model portfolios, and tax-aware financial planning.

Darien Swenson is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes tenure at Wells Fargo Clearing and Wachovia Bank, N.A. Swenson serves on the finance committee of Habitat for Humanity in Spartanburg, SC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client-centered process that combines fundamental, quantitative, and technical analysis.

Anu Mahajan is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. Her prior work history includes roles at Wells Fargo Advisors and Synovus Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and employs a mix of fundamental, quantitative, and technical analysis to guide portfolio allocations.

Henry Dunbar Jr. is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 65 credential with 23 years of industry experience. He has worked at First Citizens Bank and First Citizens Investor Services since 2014. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm employs a client process centered on financial needs assessments and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Thomas Brunson is a financial advisor at First Citizens Investor Services, Inc. in Columbia, SC, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with First Citizens Bank and First Citizens Investor Services since 2007. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process centered on comprehensive financial assessments and utilizes fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Brandon Foster is a CFP® with 20 years of industry experience, currently serving as a financial advisor at First Citizens Investor Services, Inc. in Columbia, SC. His prior experience includes roles at Truist Advisory Services and BB&T, where he worked in various capacities from 2013 through 2024. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led assessments and employs a mix of fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Lisa Booth is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior work includes roles at First Citizens Bank & Trust Company, First Bank, First Horizon, and Highlands Union Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Dustin Thornton is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes positions at Uber, Exchange Bank, Central National Bank, and Kansas State University Federal Credit Union. Outside of advisory services, Dustin and his spouse own rental properties. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm uses a client-focused process involving fundamental, quantitative, and technical analysis to manage portfolios across various asset classes and offers services such as portfolio management, financial planning, and tax-efficient strategies.

Kelly Sullivan is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. Her prior roles include positions at Cuso Financial Services, LP and Coastal Federal Credit Union. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach includes fundamental, quantitative, and technical analysis to guide portfolio allocation, offering a range of services such as managed portfolios, a Guided Investing platform, and tax-aware financial planning.

Erin Mccaskill is a CFP® with 15 years of industry experience, currently with First Citizens Investor Services, Inc. in Columbia, SC. She has worked with the firm and its affiliated entities since 2014. Mccaskill serves as Treasurer of the Prisma Health Upstate Foundation, a nonprofit providing healthcare services in Greenville and the surrounding community. First Citizens Investor Services, Inc. delivers advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a client-centered process involving comprehensive assessments and applies multiple analytical approaches to portfolio management, offering services such as UMAs, SMAs, wrap programs, model portfolios, and tax-aware strategies.

Christopher Kriak is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, and PNC Investments. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Monica Wilson is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Citizens Bank and PNC Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through Investment Adviser Representatives and third-party Portfolio Managers. The firm employs a client process focused on financial needs assessments and applies fundamental, quantitative, and technical analysis to asset allocation across various investment vehicles.

Roberta Dawson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with First Citizens Investor Services since 2009. First Citizens Investor Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services with a focus on comprehensive financial planning, portfolio management, and tax-aware investing.

Eric Cannon is a CFP® professional affiliated with First Citizens Investor Services, Inc. in Charlotte, NC, with 26 years of industry experience. He has been with First Citizens Investor Services since 2005. Outside of his advisory role, Cannon serves as a track and field coach for Enka High School's boys and girls teams in Buncombe County. First Citizens Investor Services, Inc. offers advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led assessments and combines fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Christopher Rea is a financial advisor at First Citizens Investor Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BMO Bank, LPL Financial, BancWest Investment Services, and Bank of the West. His current role at First Citizens Investor Services began in 2026. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities through advisory and brokerage services. The firm offers portfolio management, wrap programs, model portfolios, and a Guided Investing platform, applying fundamental, quantitative, and technical analysis to a broad range of investment products.

Terisa Heine is a financial advisor with First Citizens Investor Services, Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Wilmington Trust and Regions Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by Investment Adviser Representatives to assess financial needs and allocate assets using fundamental, quantitative, and technical analysis across various investment vehicles.

Kwame Richards is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, Richards worked at First Citizens Bank for 18 years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client-focused process utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Donna Morris is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with First Citizens Investor Services since 2016 and is also an officer and director of Mo Ho Inc., a family business involved in extended vehicle warranty reinsurance related to a Ford dealership. Donna is based in Lyman, South Carolina. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a broad range of investment options and financial planning, with a client process focused on tailored assessments and diversified asset allocation.

Christopher Jones is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at First Citizens Bank and several affiliated entities, including Truist and BB&T. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as portfolio management, model portfolios, and financial planning. The firm emphasizes an IAR-led client process incorporating multiple analysis methods to allocate investments across various asset classes.

Eleanor Millwood is a financial advisor with First Citizens Investor Services, Inc. based in Atlanta, GA. She holds Series 63 and Series 66 registrations and has 21 years of industry experience. Her previous roles include positions at Truist Advisory Services and BB&T. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services through various portfolio management options and focuses on client assessments to guide investment allocations across multiple asset classes.