Henry Stotz is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles in automotive sales and financial services, and he volunteers with FINADDICTS LLC, a local fishing apparel brand. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients, offering advisory and brokerage services with a client process focused on assessing financial needs and using fundamental, quantitative, and technical analysis across various investment vehicles.

Michael Mordecai is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. His career includes three years at Edward Jones before joining First Citizens Investor Services in 2021. Mordecai also attended the University of North Carolina at Chapel Hill from 2013 to 2017. 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-centered process that uses fundamental, quantitative, and technical analysis to allocate investments across equities, fixed income, mutual funds, and ETFs.

William Smith is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co., First Citizens Bank, and Northwestern Mutual. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse clientele including individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, a Guided Investing platform, and financial planning, utilizing both fundamental and quantitative analyses to manage assets primarily through non-discretionary client arrangements.

Amanda Cox is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked within First Citizens Bank and its investment services affiliate 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 led by investment adviser representatives that includes financial needs assessment and diversified portfolio allocation using fundamental, quantitative, and technical analysis.

Virginia Lee is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with First Citizens in various capacities since 2007. 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 emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Aagat Pandey is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing one year of industry experience. Prior to joining First Citizens in 2025, Pandey worked at Fidelity Investments and has held various roles outside the financial industry. 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 emphasizes IAR-led assessments and uses fundamental, quantitative, and technical analysis to manage portfolios that include equities, fixed income, mutual funds, and ETFs.

Amy Chapin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and 9 years of industry experience. She has been with First Citizens Investor Services and First Citizens Bank since 2012 in various roles. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm uses a client-centered process emphasizing assessments of financial needs and risk tolerance, applying multiple analytical approaches to manage diversified portfolios.

Zachary Ziemba is a Series 66-licensed financial advisor with First Citizens Investor Services, Inc., based in Raleigh, NC. He has four years of industry experience, including prior roles at Credit Union Investment Services, SECU Brokerage Services, and State Employees' Credit Union. Outside of his advisory work, Zachary serves as a board member and director of development for the Applied Data Research Institute, a nonprofit focused on data analytics and systems modeling for sustainable and equitable societal challenges. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s client process includes comprehensive needs assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Amy Howell is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for 15 years at Capital Investment Group, Inc. Outside of her advisory role, Amy is involved in administrative work for a security and fire installation company. First Citizens Investor Services serves a diverse client base, including high-net-worth individuals and institutional entities, offering portfolio management, brokerage services, and financial planning with a client-focused approach that integrates fundamental, quantitative, and technical analysis.

Dalton Nicely is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and one year of industry experience. He has held roles at several firms including Commonwealth Financial Network and New York Life. Outside of advising, he serves as the head wrestling coach at Anthony Wayne High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis across a diversified range of investment options.

Stephen Holloman Jr. is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Fidelity Investments and various positions affiliated with North Carolina State University. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to allocate across asset classes and provides a range of portfolio management and financial planning services.

Jodi Scott is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and bringing one year of industry experience. Her prior experience includes roles at State Farm Investment Management Corp, Edward Jones, and several insurance agencies. Outside of finance, she is an artist who creates original paintings on canvas. 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 IAR-led financial assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jonathan Larose is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at NextEra Energy Resources and Fidelity Investments. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with advisory and brokerage services. The firm employs a client-centered process integrating fundamental, quantitative, and technical analysis to manage portfolios composed of equities, fixed income, mutual funds, and ETFs.

Darisa Paezsantana is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining First Citizens, she worked at Fidelity Investments for five years and held positions at Bank of America, North State Bank, and BB&T. Outside of her advisory role, she is employed at M.S.G. Heating and Air LLC handling payroll and bookkeeping. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and businesses by providing advisory and brokerage services, including portfolio management, automated investing platforms, and financial planning. The firm’s client process involves thorough assessments led by investment adviser representatives, utilizing various analysis methods to allocate across multiple asset classes.

Liam Powlen is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Fidelity Investments and involvement with the WNY Sustainable Business Roundtable. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client process focused on assessing financial needs and risk tolerance, using a range of analytical methods to allocate investments across various asset classes.

Gabriel King is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds a Series 66 designation and has three years of industry experience. Prior to joining First Citizens Investor Services, he worked at Coastal Federal Credit Union and CUSO Financial Services, LP, and spent six years at the University of Wisconsin-Milwaukee. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-focused process that incorporates fundamental, quantitative, and technical analysis to allocate assets across equities, fixed income, mutual funds, and ETFs.

Walter Jethro is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 65 credentials and has five years of industry experience. His prior work includes positions at BB&T and First Citizens Bank. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services through investment advisory representatives and third-party portfolio managers. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Christian Dilorenzo is a financial professional at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cetera Investment Advisor and Cetera Wealth Services, LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing portfolio management, wrap programs, model portfolios, and automated platforms. The firm emphasizes client assessments led by investment adviser representatives to determine financial needs and risk tolerance, employing a range of analytical methods to guide allocations across various asset classes.

Edward Parent Jr. is a financial advisor at First Citizens Investor Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at LPL Financial, Independent Advisor Alliance, and Commonwealth Financial Network. He serves on the Finance Committee of Friendly Avenue Baptist Church. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led financial assessments and employs various analytical methods to manage diversified investment portfolios.

Jazmine Stewart is a financial advisor with First Citizens Investor Services, Inc. She holds a Series 66 designation and has two years of industry experience. Prior to joining her current firm, she worked at Sage Rutty & Company, Inc. and Allstate. Outside of advisory work, she owns a natural skincare products business called Khyra Sapphire. First Citizens Investor Services, Inc. serves individual, pension, charitable, and corporate clients through advisory and brokerage services, offering portfolio management, automated investing platforms, tax-aware strategies, and financial planning. The firm’s investment approach includes assessments of client needs and risk tolerance and utilizes a mix of fundamental, quantitative, and technical analysis.

Janet Pearson is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with First Citizens Investor Services in various capacities since 1994, except for a two-year period of unemployment from 2021 to 2023. 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 that includes comprehensive financial assessments and a diversified investment approach across equities, fixed income, mutual funds, and ETFs.

Johnna Kendrick is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 16 years of industry experience. Her prior work includes positions at Edward Jones, BB&T Investments, and various entities within the First Citizens organization. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, offering advisory and brokerage services with a range of portfolio management and financial planning solutions. The firm’s approach combines fundamental, quantitative, and technical analysis tailored through IAR-led client assessments.

Jesse Bencivenga is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, Wells Fargo Bank, and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities, offering portfolio management, model portfolios, and financial planning through a process that incorporates fundamental, quantitative, and technical analysis to allocate across asset classes.

James Phillips III is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his advisory role, he spent ten years managing operations at Clyde Phillips Seafood, where he remains involved in the business’s apparel sales as a sole proprietor. First Citizens Investor Services serves a diverse client base including individuals, pension plans, and charitable organizations, providing advisory and brokerage services through various portfolio management options and financial planning. The firm emphasizes IAR-led client assessments and employs fundamental, quantitative, and technical analysis in asset allocation across multiple investment vehicles.

Angela Novak is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63, 65, and 66 licenses with 17 years of industry experience. Her career includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2008 to 2023 before joining First Citizens in 2023. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing advisory and brokerage services through various portfolio management and financial planning solutions. The firm emphasizes IAR-led assessments and a combination of fundamental, quantitative, and technical analysis for portfolio allocation.

Quinton Libsack is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and one year of industry experience. His previous roles include positions at Cetera Investment Advisors, Cetera Wealth Services, and The John R. McAdams Company, Inc. He also serves as a board member for the Washington Terrace Homeowners Association. 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-centered process integrating fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Fredena James is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds the Series 66 designation and has 17 years of industry experience. Ms. James has been with First Citizens Investor Services since 2001. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s investment approach includes IAR-led assessments and a combination of fundamental, quantitative, and technical analysis across various asset classes.

Amber Vaughn is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with two years of industry experience. Prior to joining First Citizens, she worked at Havoc Brewing LLC and Equitable Advisors. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a client process focused on assessing financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis across various asset classes.

Robert Dykes is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2015 to 2018. 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 investment advisor representatives and third-party portfolio managers. The firm employs a client process focused on financial needs assessment and diversified investment allocation, offering portfolio management, model portfolios, automated investing platforms, and tax-aware services.

Mary Restrepo is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with First Citizens Investor Services since 2012. First Citizens Investor Services provides advisory and brokerage services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, automated investing platforms, tax-aware services, and financial planning, focusing on IAR-led assessments to tailor asset allocation strategies.

David Bean is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and three years of industry experience. His prior work includes positions at HomeTrust Bank, OSAIC Institutions, Inc., and Bankers Life Advisory Services. He is involved with Liberty University as a volunteer leadership team member. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Andrew Hicks is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with three years of industry experience. Before joining First Citizens in 2023, he worked at Morgan Stanley for one year and spent three years at Campbell University School of Osteopathic Medicine. He has also been involved with Hope Community Church for over a decade. 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 investment approach includes fundamental, quantitative, and technical analysis, offering portfolio management, wrap programs, model portfolios, and tax-aware services.

Stephen Mccormack is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 66 designations and has 20 years of industry experience, all with First Citizens Investor Services since 2006. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, using a client process centered on assessments of financial needs, risk tolerance, and time horizon combined with fundamental, quantitative, and technical analysis.

Adrian Orozco is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at BB&T (now Truist) and First Citizens Bank. Outside of his advisory role, he co-manages a rental property with his spouse. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm’s investment approach includes comprehensive client assessments and employs fundamental, quantitative, and technical analysis across various asset classes, offering services such as portfolio management, financial planning, and tax-aware strategies.

David Mallory is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. He has been with First Citizens Investor Services since 2003. 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 utilizes a client-focused process led by investment advisor representatives, applying fundamental, quantitative, and technical analysis across various investment vehicles.

Samuel Bryant is a financial advisor at First Citizens Investor Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining First Citizens, he worked at World 50 Inc. for nine years and spent a year at Bryant & Ivie, PLLC. First Citizens Investor Services, Inc. offers advisory and brokerage services to a range of clients including individuals, pension plans, charitable organizations, and businesses. The firm employs a client process centered on financial needs and risk assessments, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset types.

Kevin Tamson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 27 years of experience. He has been with First Citizens Investor Services since 1999. 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 uses a client-centered process focused on financial needs assessment and diversified asset allocation, offering portfolio management, wrap programs, model portfolios, and tax-aware services.

Carrie Pedersen is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at The Fidelity Bank and LPL Financial. Outside of her advisory role, she serves on the finance committee of St. Andrews Presbyterian Church in Raleigh, 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 employs a client-centered process using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Michael Taylor is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at First-Citizens Bank & Trust Company, Bank of America, Merrill, Edward Jones, and Murphy Family Ventures. He serves on the Board of Directors for the University of North Carolina Wilmington Seahawk Club, assisting in organizational decision making for their athletic student aid initiatives. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm’s investment process integrates fundamental, quantitative, and technical analysis, offering a range of portfolio management solutions and financial planning tailored to varied client needs.

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.

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.

Deborah Wright is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds Series 63 and Series 65 designations and has seven years of industry experience. Her prior work includes positions at First Citizens Bank, HPW Towne Mortgage, and Caldwell Banker Howard Perry and Walston. 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 employs a client process centered on financial needs assessment and uses a combination of fundamental, quantitative, and technical analysis to allocate assets across various investment types.

Kimberly Carstens is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. Her prior roles include positions at USAA Financial Advisors Inc., USAA Investment Management Company, and USAA Financial Planning Services. 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 employs IAR-led assessments and a blend of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Samuel Welch is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 66 and Series 63 licenses and has three years of industry experience, including prior roles at Fidelity Investments and other organizations. First Citizens Investor Services serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with an investment process that incorporates fundamental, quantitative, and technical analysis across diverse asset classes.

Andrew Canady is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes roles at First Citizens Bank and SunTrust Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering a range of advisory and brokerage services including portfolio management, wrap programs, and financial planning. The firm employs a client process focused on assessing financial needs and risk tolerance to allocate assets across various investment vehicles using multiple analytical approaches.

Theresa Harris is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. She has been with First Citizens Investor Services since 2008. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client process based on financial needs assessments and applies various analytical methods to allocate investments across multiple asset classes.

Andrea Stewart is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses. She has three years of industry experience and previously worked at Carolina Commercial LLC, PNC Bank, and Colony Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, and financial planning, utilizing assessments of client needs and multiple forms of analysis to allocate investments across various asset classes.

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.

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.