Jamie McDaniel

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1650 E Franklin St
Chapel Hill, NC 27514
+1 (919) 590-4906
https://foundation.firstcitizens.com

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. Their experienced team of financial professionals works closely with clients to understand their needs and concerns, creating customized plans and strategies to make informed decisions about their money.

With a focus on strength, stability, and consistency, First Citizens Wealth Management provides services such as cash flow planning, customized lending, debt management, and financial planning guidance. They also offer personal banking solutions and coordinate with tax and legal professionals to ensure comprehensive planning. Clients can rely on their expertise to help them build wealth, protect assets, and fulfill their intentions in estate planning.

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