Brandt Nance
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Brandt Nance serves as a Senior Fiduciary Officer at First Citizens Wealth in Raleigh, NC, where he leverages over 125 years of heritage in wealth management to provide tailored financial advice and solutions. His expertise encompasses fiduciary and administrative matters related to trusts and investment management, focusing on enhancing clients' estate planning and wealth transfer strategies.
With certifications as a Certified Trust Financial Advisor and an Accredited Trust Financial Advisor, Nance collaborates with clients to analyze cash flow needs and coordinate with tax and legal professionals. His commitment to personalized service ensures that clients receive comprehensive estate and tax planning support, empowering them to safeguard their financial futures.
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