Moncks Corner, SC Office

Melissa Hardee is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at First Citizens and Bank of America. 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 businesses. The firm’s approach combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by technology-driven model portfolios and tax-aware strategies.

Benjamin Strickland is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at First Citizens Bank and has experience outside finance, including positions at the University of South Carolina and Pizza Hut. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and provides services on both discretionary and non-discretionary terms, with a focus on asset-based billing and tax-aware financial planning.

Anna Franks is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and with 12 years of industry experience. She has worked at First Citizens Investor Services since 2016 and has been affiliated with First Citizens Bank since 2007. First Citizens Investor Services provides investment advisory, brokerage, and licensed insurance services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation approaches and offers portfolio management through various vehicles, including an automated Guided Investing platform.

James Marquis is a financial advisor with First Citizens Investor Services, Inc. in Moncks Corner, SC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at AIG Capital Services, Sunamerica Asset Management Corp., and First Citizens Bank. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides portfolio management through model portfolios, separately managed accounts, wrap-fee programs, and an automated Guided Investing platform, employing a mix of strategic and tactical asset-allocation approaches based on fundamental, quantitative, and technical analysis.

Kyle Jones is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. He has been associated with First Citizens Bank and First Citizens Investor Services since 2022. Outside of his advisory role, Jones is a musician and performs as a bass guitarist in a band. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, institutions, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and provides portfolio management, financial planning, and tax-aware services, primarily on a non-discretionary basis.

Christopher Lindamood is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and over eight years of industry experience. He has been with First Citizens Bank since 2016 and joined First Citizens Investor Services in 2020. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Anthony Almeter is a financial advisor with First Citizens Investor Services, Inc. in Moncks Corner, SC, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked with First Citizens Investor Services since 2018 and at First Citizens Bank since 2016, and previously spent two years at State Farm. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset-allocation approaches supported by fundamental, quantitative, and technical analysis, offering portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Christopher Mckee is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 credentials and three years of industry experience. He has worked at First Citizens Investor Services since 2022 and at First Citizens Bank since 2021. Prior to this, he held roles at Chester Golf Club, MST Concrete, Gaston, Marion and Stubbs, Clemson University, and Lewisville School System. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.