Danville, VA Collins Drive Office

Sonya Wentz is a financial advisor with First Citizens Investor Services, Inc. in Danville, VA, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. She has been with First Citizens Investor Services since 2002. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through IARs and third-party Portfolio Managers. The firm employs a client process focused on financial needs, risk tolerance, and time horizon, utilizing various analyses to allocate investments across multiple asset classes.

Nancy Adams is a financial advisor with First Citizens Investor Services, Inc. in Danville, VA. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Nancy has been with First Citizens Investor Services since 2005 and concurrently works at the National College of Business and Technology since 2002. Outside of her advisory role, she volunteers as an advanced EMT with the Danville Life Saving Crew. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental, quantitative, and technical analysis to manage portfolios through discretionary and non-discretionary accounts, offering various investment platforms and tax-aware services.

Jonathan Hollie is a financial advisor with First Citizens Investor Services, Inc. in Danville, VA, holding a Series 66 designation and 18 years of industry experience, all with his current firm since 2008. He serves as a board member of the Womack Foundation, a charitable organization focused on funding initiatives for underprivileged youth, and participates on the finance committee of Mount Hermon Baptist Church. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing fundamental, quantitative, and technical analysis to manage portfolios that include equities, fixed income, mutual funds, and ETFs.