William Crouch is a financial advisor with First Citizens Investor Services, Inc. in Cayce, SC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at both First Citizens Investor Services and First Citizens Bank since 2023. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm applies fundamental, quantitative, and technical analysis in portfolio management and offers various investment solutions including model portfolios, wrap programs, and a Guided Investing automated platform.

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.