Sandra Walker, AGT - Private Client Insurance Service

Kleinfield Wealth Group LLC, based in Fort Myers, FL, is a prominent financial services firm specializing in custom wealth management solutions. Catering to a diverse clientele, they excel in offering personalized financial planning, investment strategies, and expert asset management services. With a deep understanding of market dynamics and client needs, Kleinfield Wealth Group LLC stands out for its commitment to delivering tailored guidance and comprehensive solutions that align with individual financial objectives. At Kleinfield Wealth Group LLC, clients benefit from a seasoned team dedicated to providing strategic financial advice and innovative capital market solutions. By focusing on detailed analysis and client-centric approaches, they empower individuals, businesses, and municipalities to navigate financial complexities with confidence. Known for their emphasis on prudent risk management and growth opportunities, Kleinfield Wealth Group LLC combines global expertise with a local touch, ensuring clients receive attentive and objective-driven financial support to secure and enhance their wealth. Generated using this brand's available information

First Citizens BancShares, Inc. (NASDAQ: FCNCA), a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500TM, is the financial holding company for First-Citizens Bank & Trust Company ("First Citizens Bank"). Headquartered in Raleigh, N.C., First Citizens Bank has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of branches and offices nationwide; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; personalized service and resources to help grow and manage wealth; and a nationwide direct bank. Discover more at firstcitizens.com.