Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

First Citizens BancShares, Inc. (NASDAQ: FCNCA), a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500TM, is the financial holding company for First-Citizens Bank & Trust Company ("First Citizens Bank"). Headquartered in Raleigh, N.C., First Citizens Bank has built a unique legacy of strength, stability and long-term thinking that has... Read More about Dave Buxton

First Citizens BancShares, Inc. (NASDAQ: FCNCA), a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500TM, is the financial holding company for First-Citizens Bank & Trust Company ("First Citizens Bank"). Headquartered in Raleigh, N.C., First Citizens Bank has built a unique legacy of strength, stability and long-term thinking that has... Read More about Michael McNabb

First Citizens BancShares, Inc. (NASDAQ: FCNCA), a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500TM, is the financial holding company for First-Citizens Bank & Trust Company ("First Citizens Bank"). Headquartered in Raleigh, N.C., First Citizens Bank has built a unique legacy of strength, stability and long-term thinking that has... Read More about Daniel Koenig

First Citizens BancShares, Inc. (NASDAQ: FCNCA), a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500TM, is the financial holding company for First-Citizens Bank & Trust Company ("First Citizens Bank"). Headquartered in Raleigh, N.C., First Citizens Bank has built a unique legacy of strength, stability and long-term thinking that has... Read More about Tim Davis

Robert Johnston has invested more than 18 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling, refinancing or building your dream home, working with a seasoned professional can make everything simpler and easier. As an experienced loan officer, I have the knowledge and expertise to help you explore the many financing options... Read More about Robert Johnston - M&T Bank

Leslie Torres-Arias has invested more than 23 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling, refinancing or building your dream home, working with a seasoned professional can make everything simpler and easier. As an experienced loan officer, I have the knowledge and expertise to help you explore the many financing options... Read More about Leslie Torres-Arias - M&T Bank

Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

Richard Taft is a senior portfolio manager and lead of the Focused Large Cap Value team. Before joining Columbia Threadneedle Investments, he worked in Price Waterhouse, Citadel, Swiss RE, Pequot Capital, and Glenview Capital Management. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Columbia funds are distributed by Columbia Management... Read More about Richard Taft, Senior Portfolio Manager and Lead of the Focused Large Cap Value team, Columbia Threadneedle Investments

Corey Lorenzen is a portfolio manager for Alternative Investments. Prior to joining Columbia Threadneedle Investments in 2012, he was a senior manager within investment performance and analytics department. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Columbia funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed... Read More about Corey Lorenzen, Portfolio Manager for Alternative Investments, Columbia Threadneedle Investments

Daniel is a senior portfolio manager and lead portfolio manager for the Columbia Small and Mid-Cap Growth team. Prior to his current role, he was senior portfolio manager and senior managing director at Manulife Asset Management, Columbia Threadneedle Investments, and Neuberger Berman. He holds the CFA® designation. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia... Read More about Daniel H. Cole, Lead Portfolio Manager of the Small and Mid-Cap Growth team, Columbia Threadneedle Investments

Angela Mayes is the CEO of CF Funding & Investments, INC. since 2010. She is dedicated to helping businesses succeed; specializing in financial analysis and has 15 years of banking and financial experience combined with real estate investing while developing more value to the company with strive and grace.

Whether it be a real estate investment or the launch of a start-up, our Jade Fiducial teams will ensure that you comply with all tax obligations, prepare all your filings and implement the necessary management tools. Your success is our pride! With its capacity to cover many areas of expertise while at the same time offering proximity to its clients... Read More about Jade Fiducial Boston