Chris Davis

First Citizens Wealth Management has been assisting clients in planning for their future for over 120 years, offering personalized advice and solutions to help individuals and families achieve their financial goals. With a team of experienced financial professionals, they provide customized plans and strategies to help clients make informed decisions about their money, whether it's saving in a tax-efficient way, structuring debt, protecting assets, or ensuring intentions are fulfilled in estate planning. First Citizens prides itself on strength, stability, and consistency, offering a range of services including cash flow planning, customized lending, debt management, and financial planning guidance. Their goal is to empower clients to plan for their dreams and safeguard their future, providing them with the resources and expertise needed to make the most effective financial decisions.Generated from the website

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.

Debbie Allen is a Wealth Consultant at First Citizens Wealth in Greenville, NC, where she leverages over 125 years of heritage to provide clients with tailored financial advice and solutions. Her consultative approach focuses on understanding clients' aspirations and concerns, allowing her to create comprehensive, personalized financial plans that address their unique needs. With a commitment to strength, stability, and consistency, Debbie and her experienced team offer services in asset allocation, business succession planning, estate planning, investment planning, and retirement planning. They work collaboratively with clients to ensure their financial strategies align with their long-term goals and provide guidance to help protect their assets and fulfill their intentions in estate planning. Generated from the website