Atlanta, GA Office

Richard Kidwell is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Atlanta, GA. His career includes over a decade with BB&T and its affiliated entities before joining First Citizens, where he has worked since 2020. 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 range of investment approaches, including portfolio management, model portfolios, and automated platforms, focusing on IAR-led assessments to determine client needs and risk tolerance.

John Roughen is a financial advisor at First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 credentials with 20 years of industry experience. His prior roles include positions at Truist Advisory Services, Suntrust Investment Services, and Bison Wealth, LLC. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a range of portfolio management options, automated investing platforms, and financial planning, using a client process that incorporates assessments of financial needs, risk tolerance, and time horizon supported by fundamental, quantitative, and technical analysis.

Emmitt Smith Jr. is a Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with First Citizens Investor Services, Inc. in Atlanta, GA, having held previous roles at Wells Fargo, Fieldpoint Private Bank, LPL Financial, and M&T Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios.

Dennis Young is a financial advisor at First Citizens Investor Services, Inc. based in Atlanta, GA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Truist Advisory Services and SunTrust Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client process focused on assessing financial needs and risk tolerance, using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Richard Warren is a Series 66-credentialed financial advisor with six years at First Citizens Investor Services, Inc. and First Citizens Bank combined, and five years of industry experience overall. Prior to joining First Citizens in 2020, he worked at Branch Banking and Trust Co. from 2015 to 2020. Outside of his advisory role, he is the owner of a family-owned LLC that manages personal family assets. 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 offers portfolio management, wrap programs, model portfolios, automated Guided Investing, tax-aware services, and financial planning, utilizing a client process focused on assessments of financial needs and risk tolerance.

Samia Rizk is a financial advisor with First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes over a decade at SunTrust Bank and its affiliated investment services before joining First Citizens in 2026. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through advisory and brokerage services. The firm utilizes IAR-led financial assessments and a range of investment strategies including portfolio management, wrap programs, and automated Guided Investing, managing predominantly non-discretionary client assets.

Eleanor Millwood is a financial advisor with First Citizens Investor Services, Inc. based in Atlanta, GA. She holds Series 63 and Series 66 registrations and has 21 years of industry experience. Her previous roles include positions at Truist Advisory Services and BB&T. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services through various portfolio management options and focuses on client assessments to guide investment allocations across multiple asset classes.

William King is a financial advisor with First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at First Citizens Bank and related entities since 2011, including BB&T and its affiliates prior to their merger. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients through a range of advisory and brokerage services, including portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led assessments and multiple analysis methods to manage diversified investment allocations.