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Kelly K

Series 63, Series 66

Charleston, SC

First Citizens Investor Services, Inc.

Kelly King is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC, holding Series 63 and Series 66 designations and 21 years of industry experience. Prior to joining First Citizens and its affiliated entities in 2023, Kelly worked at Synovus Bank and Synovus Securities from 2016 to 2023. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through IARs and third-party Portfolio Managers. The firm’s approach involves personalized financial assessments and diversified portfolio management using fundamental, quantitative, and technical analysis across multiple asset classes.

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

Series 63, Series 65

Charleston, SC

First Citizens Investor Services, Inc.

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.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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William C

Series 63, Series 66

Charleston, SC

First Citizens Investor Services, Inc.

William Craine is a financial advisor at First Citizens Investor Services, Inc. with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Umb Scout Brokerage Services and UMB 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 utilizes a client-focused process incorporating fundamental, quantitative, and technical analysis to allocate assets across equities, fixed income, mutual funds, and ETFs.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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