Stephanie H. Safrit

A.M. Stephens, III is a wealth consultant and vice president assistant secretary at First Citizens Wealth Management in Charlotte, NC. With over 100 years of experience, they provide personalized financial planning services to help clients achieve their goals and secure their future. Their team of experienced professionals offers comprehensive advice and tailored strategies to address various financial needs, including business succession planning, estate planning, investment planning, retirement planning, and tax planning.

First Citizens Wealth Management prides itself on strength, stability, and consistency, offering customized advice and personal attention to clients. They help individuals and businesses create and execute comprehensive financial plans, integrate personal and strategic plans, establish security for families, protect assets, and ensure intentions are fulfilled in estate plans. With a focus on understanding clients' needs and leveraging resources and expertise, A.M. Stephens, III and the team at First Citizens Wealth Management help clients make informed and effective decisions about their money.

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