First Citizens Wealth Expands Support for Entrepreneurs and Business Owners in Fast-Growing Atlanta Market
First Citizens Wealth has announced an expansion of its presence in Atlanta to meet growing demand from entrepreneurs and business owners. The company is adding a portfolio strategist and plans to hire a wealth consultant and two private bankers to enhance its capacity to assist clients in achieving their financial goals. The Atlanta team specializes in private banking, wealth consulting, and certified exit-planning services for business owners.
First Citizens Wealth operates from three locations in the Atlanta area and has a presence in 29 locations across Georgia. With over $50 billion in assets under management, the company is building a nationwide wealth management practice focused on personalized customer service. The expansion in Atlanta is seen as part of a broader growth trajectory to meet the needs of the market's thriving entrepreneurial community.
First Citizens Wealth ha annunciato un potenziamento della sua presenza ad Atlanta per soddisfare la crescente domanda da parte di imprenditori e proprietari di imprese. L'azienda sta aggiungendo un strategist di portafoglio e prevede di assumere un consulente patrimoniale e due banchieri privati per migliorare la propria capacità di assistere i clienti nel raggiungimento dei loro obiettivi finanziari. Il team di Atlanta è specializzato in banca privata, consulenza patrimoniale e servizi di pianificazione dell'uscita certificati per i proprietari di attività.
First Citizens Wealth opera da tre sedi nell'area di Atlanta ed è presente in 29 località in tutta la Georgia. Con oltre 50 miliardi di dollari in gestione, l'azienda sta sviluppando una pratica di gestione patrimoniale a livello nazionale focalizzata su un servizio clienti personalizzato. L'espansione ad Atlanta è vista come parte di una più ampia traiettoria di crescita per soddisfare le esigenze della fiorente comunità imprenditoriale del mercato.
First Citizens Wealth ha anunciado una expansión de su presencia en Atlanta para satisfacer la creciente demanda de emprendedores y dueños de negocios. La empresa está añadiendo un estratega de cartera y planea contratar a un consultor de patrimonio y dos banqueros privados para mejorar su capacidad para ayudar a los clientes a alcanzar sus objetivos financieros. El equipo de Atlanta se especializa en banca privada, consultoría de patrimonio y servicios de planificación de salida certificados para dueños de negocios.
First Citizens Wealth opera desde tres ubicaciones en el área de Atlanta y tiene presencia en 29 ubicaciones en toda Georgia. Con más de 50 mil millones de dólares en activos bajo gestión, la empresa está construyendo una práctica de gestión de patrimonio a nivel nacional centrada en un servicio al cliente personalizado. La expansión en Atlanta se considera parte de una trayectoria de crecimiento más amplia para satisfacer las necesidades de la próspera comunidad emprendedora del mercado.
퍼스트 시티즌스 웰스는 애틀랜타에서의 존재 확장을 발표하며 기업가와 사업 소유자들로부터 증가하는 수요를 충족하고자 합니다. 이 회사는 포트폴리오 전략가를 추가하고 부유 컨설턴트 및 두 명의 프라이빗 뱅커를 고용할 계획을 세워 고객들이 재무 목표를 달성하도록 도울 수 있는 능력을 강화하고 있습니다. 애틀랜타 팀은 프라이빗 뱅킹, 재산 상담 및 인증된 출구 계획 서비스를 전문으로 합니다.
퍼스트 시티즌스 웰스는 애틀랜타 지역의 세 곳에서 운영되며 조지아주 전역에 29개 지점을 두고 있습니다. 500억 달러 이상의 자산을 관리하는 이 회사는 개인화된 고객 서비스에 초점을 맞춘 전국적인 자산 관리 관행을 구축하고 있습니다. 애틀랜타에서의 확장은 번성하는 기업가 커뮤니티의 요구에 부응하기 위한 더 넓은 성장 궤도의 일환으로 여겨집니다.
First Citizens Wealth a annoncé une expansion de sa présence à Atlanta pour répondre à la demande croissante des entrepreneurs et des propriétaires d'entreprises. L'entreprise ajoute un stratège de portefeuille et prévoit d'embaucher un consultant en patrimoine et deux banquiers privés afin d'améliorer sa capacité à accompagner ses clients dans l'atteinte de leurs objectifs financiers. L'équipe d'Atlanta se spécialise dans la banque privée, le conseil en patrimoine et les services de planification de sortie certifiés pour les propriétaires d'entreprises.
First Citizens Wealth opère à partir de trois emplacements dans la région d'Atlanta et est présent dans 29 localités à travers la Géorgie. Avec plus de 50 milliards de dollars d'actifs sous gestion, l'entreprise construit une pratique de gestion de patrimoine à l'échelle nationale axée sur un service client personnalisé. L'expansion à Atlanta est vue comme faisant partie d'une trajectoire de croissance plus large pour répondre aux besoins de la communauté entrepreneuriale florissante du marché.
First Citizens Wealth hat eine Expansion seiner Präsenz in Atlanta angekündigt, um der wachsenden Nachfrage von Unternehmern und Geschäftsinhabern gerecht zu werden. Das Unternehmen fügt einen Portfoliostrategen hinzu und plant, einen Vermögensberater sowie zwei Private Banker einzustellen, um seine Fähigkeit zu erweitern, Kunden bei der Erreichung ihrer finanziellen Ziele zu unterstützen. Das Atlanta-Team ist auf Private Banking, Vermögensberatung und zertifizierte Exit-Planungsdienste für Geschäftsinhaber spezialisiert.
First Citizens Wealth betreibt drei Standorte im Großraum Atlanta und ist in 29 Standorten in ganz Georgia vertreten. Mit über 50 Milliarden Dollar an verwaltetem Vermögen baut das Unternehmen eine landesweite Vermögensverwaltungsbranche auf, die sich auf personalisierten Kundenservice konzentriert. Die Expansion in Atlanta wird als Teil einer umfassenderen Wachstumsstrategie angesehen, um den Bedürfnissen der blühenden Unternehmergemeinschaft des Marktes gerecht zu werden.
- Expansion of services in the growing Atlanta market
- Addition of new staff to enhance client support
- Specialization in exit-planning services for business owners
- Presence in 29 locations across Georgia
- Over $50 billion in assets under management
- None.
Continued growth is driving the recent addition of a portfolio strategist and the impending additions of a wealth consultant and two private bankers to the First Citizens Wealth team as it expands its capacity to help clients meet their financial objectives.
The First Citizens Wealth team in
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"By expanding our talent and capabilities, we ensure we are ready with the services and guidance needed to help entrepreneurs and business owners reach their financial objectives," Wilson added. "We expect these pending additions to our
First Citizens Wealth serves its clients from three locations in the
"We established the First Citizens Wealth team here in
"First Citizens is a relationship bank with a rich history and a focus on strength, stability and growth," Kidwell said. "We are confident that our services and our expertise can help provide the right answer for entrepreneurs and business owners seeking financial advice and guidance."
With assets under management of more than
First Citizens Wealth empowers clients with a comprehensive set of services and solutions to meet their unique and evolving needs. The team's holistic approach, goals-based strategy and personalized service help ensure clients can make smart decisions at every stage of their financial journey.
About First Citizens Bank
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in
About the Entities, Brands and Services Offered
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS") , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all Investment Professionals, in all jurisdictions, or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:
https://www.firstcitizens.com/wealth/disclosures
https://www.svb.com/private-bank/disclosures/form-adv/
MEDIA RELATIONS:
Abigail M.
abigail.sumner@firstcitizens.com
Lexa Tutela Losey
212-461-5305
Lexa.tutela@firstcitizens.com
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SOURCE First Citizens Bank
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