Columbia, SC Forest Drive Office

Team
Updated today

Client AUM

$383,147,455

Clients

1,246

Advisors

2

Of 75 advisors across 30 offices

Location

4801 Forest Drive

Columbia SC 29206

Advisors at this office

2

Advisors at this office

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Jennifer W

Series 66

Columbia, SC

First Citizens Asset Management, Inc

Jennifer Weed is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding a Series 66 designation and 19 years of industry experience. She has worked with First Citizens Asset Management since 2009 and with First Citizens Investor Services, Inc. since 2016. Outside of her advisory role, she maintains a hobby involving breeding and selling goats to manage her herd and obtain goat milk. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and employs a global, multi-asset investment approach with dynamic asset allocation and ongoing portfolio monitoring.

Income planning Passive / index investing Active portfolio management Retired
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Gregory R

CFP®, Series 63, Series 66

Columbia, SC

First Citizens Asset Management, Inc

Gregory Risinger is a CFP® certified financial advisor with 34 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2016. He also holds a role with First Citizens Asset Management, where he has been involved since 2009. Outside of his advisory work, he owns a vacation condominium in Hilton Head Island, South Carolina. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by technology-driven model portfolios and tax-aware planning, and benefits from its affiliation with a bank holding company.

Income planning Passive / index investing Active portfolio management Retired
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