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Barbara B

Series 66, Series 63

Charlotte, NC

First Citizens Investor Services, Inc.

Barbara Bridges is a financial advisor at First Citizens Investor Services, Inc. with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Bank of America, N.A. for 21 years. Bridges is based in Charlotte, NC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and employs a mix of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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Mitchell J

Series 66

Raleigh, NC

First Citizens Investor Services, Inc.

Mitchell Johnson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and possessing 12 years of industry experience. His career includes roles at First Citizens Bank and various BB&T entities, as well as Wells Fargo Clearing. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes IAR-led financial assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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Andrew R

Series 63, Series 66

Raleigh, NC

First Citizens Investor Services, Inc.

Andrew Reynolds is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining First Citizens in 2023, he worked at PNC Investments and PNC Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers a range of investment solutions including portfolio management, wrap programs, and automated guided investing, focusing on assessments led by investment advisor representatives to tailor strategies across multiple asset classes.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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Craig S

Series 65, Series 63

Raleigh, NC

First Citizens Investor Services, Inc.

Craig Shively is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His work history includes multiple roles at First Citizens Investor Services and First Citizens Bank, as well as positions at Wells Fargo and Allstate. 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 utilizes fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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