Boston, MA Office

Jay Vagnini is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., TD Private Client Wealth LLC, and First Citizens Bank. First Citizens Investor Services, Inc. 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 emphasizes IAR-led client assessments and uses a combination of fundamental, quantitative, and technical analysis to manage diversified portfolios.

Nicolino Zullo is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Merrill, TD Private Client Wealth LLC, RBC Capital Markets, and Bank of America. He also serves as president of the Andover Soccer Association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities, utilizing a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.

Patricia Rusu is a financial advisor at First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Her career includes a decade at Morgan Stanley and roles at RBC Capital Markets and McSoley McCoy prior to joining her current firm in 2025. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm uses a client-centered process involving fundamental, quantitative, and technical analysis to manage portfolios across various asset classes, offering both discretionary and non-discretionary account options.

Kyle Meek is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Merrill, TD Bank, and Bank of America. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients, employing a client-focused process that integrates fundamental, quantitative, and technical analysis across diverse investment vehicles. The firm offers various portfolio management options, including wrap programs and model portfolios, with a predominance of non-discretionary client arrangements.

Andrew Ivens Sr. is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His career includes roles at ETHIC Wealth Advisors LLC, ETHIC, A Wealth Bank, Citizens Securities, Inc., and Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client process that includes financial assessments led by IARs and employs fundamental, quantitative, and technical analysis to manage diversified portfolios.