First Citizens Wealth Launches New Wealth Advisory Team to Serve Individuals and Institutions in Southern California
- First Citizens Wealth launches new wealth advisory business in Southern California
- First Citizens operates over 60 branches statewide and recently acquired assets and deposits from Silicon Valley Bank
- With assets exceeding $50 billion, First Citizens aims to provide high-touch, personalized customer service to clients
- None.
Led by regional executive Art Saldivar, a financial services veteran, the
"Our wide array of financial products and services, combined with First Citizens' long-time focus on personalized service, is a perfect fit for the needs of savers and investors across
Having done business in the
In addition, First Citizens recently acquired assets and assumed deposits of Silicon Valley Bank (SVB)'s private and commercial banks, adding even more regional knowledge, financial talent, and client relationships to the organization's portfolio.
With assets under management exceeding
"We look forward to introducing high net-worth individuals and institutional clients across
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 and First Citizens Wealth
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in
First Citizens Wealth Management is a registered trademark of First Citizens BancShares Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, member FDIC, Equal Housing Lender; First Citizens Investor Services Inc., member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management Inc., an SEC-registered investment advisor. Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc. First Citizens Asset Management Inc. provides investment advisory services. Bank deposit products are offered by First-Citizens Bank & Trust Company.
MEDIA RELATIONS:
John M. Moran
212-461-5507
john.moran2@firstcitizens.com
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SOURCE First Citizens Bank