Daniel Wakin's Contact Details

Daniel Wakin's Company Details

First Citizens Investor Services

Raleigh, North Carolina, United States • 88 Employees
Investment Management

First Citizens Investor Services, which was formed in 1994 as a subsidiary of First Citizens Bank, has continued building on the bank's success with such timeless values as integrity, hard work and taking the long-term view. Because no two of our clients are the same, we take the time to get to know each individual client. We start by having a conversation to make sure we understand each client's financial hopes and concerns for their family, and then create a personalized financial plan to help them achieve their goals. This approach has helped First Citizens Investor Services to build to a thriving business, managing $11 billion in client assets.In partnership with First Citizens Bank, we are proud to offer a full range of financial advice and solutions to individuals and families. As we say, "Money isn't everything. But so much depends on what you do with your money." First Citizens Investor Services. Forever First®. Visit firstcitizens.com/wealth or call toll-free 855-329-3258.