Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

With nearly two decades of financial industry experience, Brian serves as branch manager for our Downtown Cary location. As branch manager, Brian leads his team in providing exceptional financial solutions and services to both our personal and business members. Brian received his bachelor’s degree in finance from Miami University and his MBA from Xavier University. In his community, Brian has... Read More about Brian Laughlin

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 Justine Saxe Kilby

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 Troy L. Fairbank

Shellie has over two decades of financial industry experience. As branch manager, her primary focus is to be an advocate for both business and personal members to help them reach their financial goals and to create long-term relationships. Her experience paired with coursework from the Virginia Bankers Association (Consumer Lending, Real Estate Lending, Creativity and Innovation) make her a pro... Read More about Shellie Roberts

Jessica joined TowneBank in 2018. She works with our members to provide card payment and processing solutions so they can receive payments online, in store or, on the go. Jessica's approach is high touch as she stays in constant communication with her members throughout the entire implementation process to ensure their business needs are fulfilled and, she continues to partner... Read More about Jessica Hippo Shook

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 Dan Thomason III

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 Gary R. Clementson

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.

With over three decades of financial industry expertise, Craig focuses on maintaining and growing relationships to foster business development and growth for his commercial members. Craig received his BA in economics from The College of William and Mary and his MBA in finance from George Mason University. He is a board member for the Triangle chapter of the Association for... Read More about Craig Poms

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.