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.

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 Rankin Nimocks

Will specializes in working with companies that are in the manufacturing, wholesale, professional services, and distribution sectors. He believes that maximizing cash flow can be achieved by a custom strategy based on both loan and deposit products. Will has two decades of financial management experience and joined TowneBank in 2016. He received a Bachelor of Science degree in Business Administration... Read More about Will Bishop

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 Scott H. Angel

Griffin has over 25 years of financial industry experience and serves as a Private Banker at our SouthPark location in Charlotte, North Carolina. His main focus is supporting our personal, small business, and commercial members along their financial journey. Whether the business is just starting or expanding, Griffin is proud to be a trusted financial partner for our members' success.... Read More about Griffin Bettencourt

Flagstar Private Bank in Charlotte, NC delivers tailored solutions for clients with specialized banking, lending, and wealth needs. Our private bankers are experienced, knowledgeable, and provide a single-point-of-contact to work with individuals, families, and businesses on strategic wealth management, customized lending, and premier banking services—all with the responsiveness and discretion you expect. Partner with a team that’s committed to aligning... Read More about Flagstar Private Bank

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 Stephanie H. Safrit

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 Justin Popham

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 Tyler Corey

As a commercial banking officer, Davis’ main focus is on all operational deposit needs, treasury management, and credit facilities of our commercial business members. With over 30 years of financial industry experience, he prides himself on providing local business owners with one-on-one consultation to maintain their trust and friendship. True to his North Carolina roots, Davis received his BA in... Read More about Davis Robinson

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.

Amanda Hood is a Tax Deferral Specialist . With over 30 years of experience, Amanda has built steadfast relationships with centers of influence, guiding them in growing their businesses. She takes pride in her ability to connect with industry professionals and high-net-worth individuals, providing them with the knowledge and resources they need to determine if the Deferred Sales Trust is... Read More about Hood Financial Solutions

With over 20 years of financial industry experience, Soumaya leads her team to develop, retain and grow long-term personal and business relationships with our members. As branch manager, she fosters these relationships by providing financial offerings and advice based on the understanding and acknowlegment of her member’s banking needs and goals. Soumaya earned her bachelor’s degree from Lebanon College. Active... Read More about Soumaya Markabi

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 Cindy McGinniss

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 Sue Stamp

Bobby joined TowneBank in 2018 and has over seven years of experience in the financial industry. As a commercial banking officer, his main responsibility is to support the commercial lending needs of members in the Charlotte community to ensure that they have the resources they need to grow and develop their businesses. He received his B.A. in Economics from the... Read More about Bobby Lamm

Dara provides over two decades of financial industry experience. As a Merchant Services Advisor, she partners with our Charlotte and Greensboro bankers to consult current and prospective members about the best processing solutions and price structure to accept payments for their business. Dara earned her business administration degree with a minor in economics from North Carolina State University. She is... Read More about Dara Brownlow

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.