First Citizens Investor Services Employee Directory

Investment ManagementNorth Carolina, United States201-500 Employees

First Citizens Investor Services, which was formed in 1994 as a subsidiary of First Citizens Bank, has continued building on the bank’s success with such timeless values as integrity, hard work and taking the long-term view. Because no two of our clients are the same, we take the time to get to know each individual client.  We start by having a conversation to make sure we understand each client’s financial hopes and concerns for their family, and then create a personalized financial plan to help them achieve their goals.  This approach has helped First Citizens Investor Services to build to a thriving business, managing $11 billion in client assets.In partnership with First Citizens Bank, we are proud to offer a full range of financial advice and solutions to individuals and families. As we say, “Money isn’t everything. But so much depends on what you do with your money.” 


First Citizens Investor Services. Forever First®. Visit firstcitizens.com/wealth or call toll-free 855-329-3258.

Find First Citizens Investor Services employees' phone numbers or email addresses

First Citizens Investor Services Global Highlights

Location
Employees

North America
289

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  • United States Of America
    280
  • Trinidad And Tobago
    9

Africa
1

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  • Nigeria
    1

First Citizens Investor Services's Leadership

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    K. H.
    Vice President Financial Consultant
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    N. K. C.
    Vice President - Investments
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    R. Z.
    Vice President | Compliance Manager
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    T. W.
    Vice President Sales Manager
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    M. L.
    Vice President Retail Sales Manager
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    D. K.
    Head Of Private Investments
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    D. T.
    Financial Consultant Ii / Senior Vice President
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    A. B.
    Regional Brokerage Manager, Senior Vice President
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Contact profiles from First Citizens Investor Services

Name
Title
Contact Info
Location
Last Update
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    D. K.
    Head Of Private Investments
    Phone icon
    United StatesNew York
    Mar 17, 2025
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    D. T.
    Financial Consultant Ii / Senior Vice President
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    United StatesNorth Carolina
    Aug 12, 2025
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    A. B.
    Regional Brokerage Manager, Senior Vice President
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    United StatesNorth Carolina
    Oct 18, 2025
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    B. W.
    Vice President, Manager Of Wealth Financial Operations
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    United StatesNorth Carolina
    Nov 14, 2025
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    K. H.
    Vice President Financial Consultant
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    United StatesNorth Carolina
    Oct 20, 2025
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    S. P. K.
    Senior Vice President, Wealth Consultant
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    United StatesNorth Carolina
    Oct 19, 2025
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    A. A.
    Financial Consultant Ii, Vice President
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    United StatesGeorgia
    Oct 25, 2025
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    E. L. K.
    Investment Consultant, Svp
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    United StatesNorth Carolina
    Nov 12, 2025
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    G. G. H.
    Financial Consultant Ii - Vice President
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    United StatesNorth Carolina
    Oct 20, 2025
  • Stylized image of a person
    J. K.
    Financial Sales Manager Ii Platform Sales - Vp
    Phone icon
    United StatesNorth Carolina
    Nov 16, 2025

Frequently Asked Questions

What is First Citizens Investor Services known for?

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First Citizens Investor Services operates in the Investment Management industry. Explore First Citizens Investor Services's company overview page for more information.

What is First Citizens Investor Services's most common email format?

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First Citizens Investor Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more First Citizens Investor Services email formats with LeadIQ.

How many employees does First Citizens Investor Services have currently?

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First Citizens Investor Services has approximately 240 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are First Citizens Investor Services's key employees and leadership?

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As of December 2025, First Citizens Investor Services's key employees include:

  • Vice President Financial Consultant: K. H.
  • Vice President - Investments: N. K. C.
  • Vice President | Compliance Manager: R. Z.
  • Vice President Sales Manager: T. W.
  • Vice President Retail Sales Manager: M. L.

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