Omar Shalabi CFP

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.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Covington Financial Group is a well-respected independent financial services company based in Columbia, SC. With a personal approach and robust capabilities, they offer customized investment strategies and a quality standard of service to individuals, families, business owners, corporate executives, pre-retirees, and retirees. Their team of experts applies their proven expertise effectively to help clients achieve their financial goals and objectives. Established in 1962, Covington Financial Group is affiliated with Raymond James, one of the largest independent financial services companies in the country. They provide a depth of ability and resources to match clients' investment needs, ensuring they make the most of each opportunity. With a commitment to excellence, Covington Financial Group is dedicated to helping clients navigate the complexities of the financial world and achieve long-term financial success.Generated from the website