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Byron D

Series 63, Series 65, Series 66

Asheville, NC

First Citizens Investor Services, Inc.

Byron Dechellis is a financial advisor with First Citizens Investor Services, Inc. based in Asheville, NC. He holds Series 63, 65, and 66 licenses and has seven years of industry experience. His prior roles include positions at Wells Fargo Mortgage and Ameriprise. 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’s investment process involves IAR-led assessments and employs fundamental, quantitative, and technical analysis across various asset classes.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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Lisa B

Series 63, Series 65

Asheville, NC

First Citizens Investor Services, Inc.

Lisa Booth is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with First Citizens Investor Services since 2022. Her prior experience includes roles at First Citizens Bank & Trust Company, First Bank, First Horizon, and Highlands Union Bank. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, emphasizing IAR-led financial assessments and utilizing multiple analytical approaches to manage diversified portfolios.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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