Charlotte, NC S Tryon Street Office

Brandon Johnson is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 13 years of industry experience. His prior work history includes multiple roles at Wells Fargo Clearing and First 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 uses a client-centered process involving financial needs assessments and applies fundamental, quantitative, and technical analysis to portfolio allocation across various investment types.

Ashley Fowler is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials with eight years of industry experience. She has been with First Citizens Investor Services since 2017 and previously worked at First Citizens Bank from 2015 to 2018. First Citizens Investor Services, Inc. offers 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 focused on financial needs assessment and risk tolerance, utilizing a range of investment strategies across equities, fixed income, mutual funds, and ETFs.

Alexander Talley is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes multiple roles within First Citizens Bank and First Citizens Investor Services, as well as experience at UNC Charlotte. 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 with a focus on comprehensive client assessments and portfolio management that utilizes fundamental, quantitative, and technical analysis.

Traci Diblasio is a CFP® with 25 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2018. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, automated investing platforms, and tax-aware services, with a client process focused on financial needs, risk tolerance, and a combination of fundamental, quantitative, and technical analysis.

Marcus Richbourg 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. Prior to his current role, he has worked at firms including UBS Financial Services and Wells Fargo Advisors. Outside of finance, he has worked in radio broadcasting with roles at Dick Broadcasting Company and Radio One. First Citizens Investor Services provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management solutions and employs a client process that incorporates fundamental, quantitative, and technical analysis to guide investment allocations.

Adam Dinkins is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Ally Invest Advisors and Wells Fargo Clearing. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering advisory and brokerage services with a client process focused on IAR-led assessments and diversified investment strategies across equities, fixed income, mutual funds, and ETFs.

Marcus Atkinson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with First Citizens Investor Services since 2012. Outside of his advisory role, he serves as a director helping set up youth summer football camps and is contracted with USA Track & Field as a coach and referee. 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 offers portfolio management, wrap programs, model portfolios, an automated guided investing platform, and tax-aware services, focusing on client-driven assessments and a mix of fundamental, quantitative, and technical analysis for asset allocation.

Dimitri Tcherkassov is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Chase Bank and StormGuard Restoration before joining First Citizens. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm utilizes a client-centered approach with fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Alan Gray is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC. He holds a Series 66 designation and has 21 years of industry experience, including roles at First Citizens Asset Management, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as President of the Board for both the Porter Ridge Athletic Association and the Union County Youth Soccer Program. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and tax-aware services, utilizing fundamental, quantitative, and technical analysis to guide investment allocations.

Kimberly Carpenter is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with First Citizens Investor Services since 2005. Outside of her advisory role, Kimberly works as an aerobic instructor at a YMCA in Albemarle, NC. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities, offering advisory and brokerage services through a variety of portfolio management options and financial planning. The firm’s investment process involves comprehensive assessments of client needs and risk tolerance, utilizing fundamental, quantitative, and technical analyses to allocate assets across multiple investment types.

James Martin II is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 designations and over 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Martin is also involved in a rental property business as a co-owner. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing advisory and brokerage services. The firm’s client process involves advisor-led assessments and utilizes fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Michael Mcglinsky is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc., having joined in 2025. His previous roles include positions at Thrivent Financial and Prudential. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across various asset classes.

Thomas Cline is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with 23 years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors from 2009 to 2021. Outside of his advisory role, he serves as a board member for the United Way of Roanoke Valley. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm’s client process involves IAR-led assessments to tailor investment allocations using fundamental, quantitative, and technical analysis across various asset classes.

Kelly West is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. She has worked with First Citizens Investor Services and First Citizens Bank since 2016. Outside of her advisory role, West owns an online resale shop and participates in direct/network marketing ventures. First Citizens Investor Services serves a range of clients including individuals, pension plans, and charitable organizations, providing advisory and brokerage services through IARs and third-party Portfolio Managers. The firm employs fundamental, quantitative, and technical analysis in portfolio management and offers services such as financial planning, tax-aware strategies, and automated investing platforms.

Robert Nimocks Jr. is a CFP® professional with 13 years of industry experience, currently affiliated with First Citizens Investor Services, Inc. in Charlotte, NC. He has worked with First Citizens Bank and First Citizens Investor Services since 2016. Outside of his advisory role, he is a passive partner in a family-owned commercial real estate investment LLC in Fayetteville, NC. First Citizens Investor Services serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers advisory and brokerage services encompassing portfolio management, model portfolios, automated investing platforms, and tax-aware strategies, with a client approach focused on tailored financial assessments and multi-asset allocation.