Katie Peeden

First Citizens Wealth, a division of First Citizens BancShares, has been providing clients with financial planning and wealth management services for over 125 years. Their team of professionals offers customized advice and strategies, focusing on estate planning, tax planning, and trust administration to help clients achieve their financial goals. With a commitment to strength, stability, and personalized attention, First Citizens Wealth empowers clients to navigate their financial futures. Their services include comprehensive estate and tax planning, cash flow analysis, and financial education for heirs, ensuring a tailored approach to wealth transfer and management. Generated from the website

Ken Marsh is a wealth consultant based in Raleigh, NC, affiliated with First Citizens Wealth, a firm with over 125 years of experience in helping clients plan for their financial futures. The firm emphasizes a consultative approach, creating personalized financial plans that address clients' unique goals and concerns. With a team of experienced financial professionals, First Citizens Wealth offers a range of services including investment planning, estate planning, and business succession planning. Their commitment to strength, stability, and tailored strategies ensures clients receive the support needed to make informed financial decisions for themselves and their families. Generated from the website

Logan Hall, a Portfolio Strategist at First Citizens Wealth Management in Raleigh, NC, brings over 125 years of heritage in helping clients plan for their financial futures. He offers customized investment strategies tailored to individual goals, ensuring clients are informed and supported throughout their financial journey. First Citizens Wealth Management prides itself on its strengths in stability and consistency, providing personalized attention and advice to empower clients. With a commitment to understanding unique visions for the future, the firm delivers insights and dynamic adjustments to investment strategies as market conditions evolve. Generated from the website