First Citizens Asset Management, Inc

Katherine Gagner is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 designations with six years of industry experience. She previously worked at Wells Fargo Bank and Wells Fargo Clearing Services before joining First Citizens in 2021. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages multi-asset portfolios through a multi-team platform of 33 advisors, using a combination of quantitative and qualitative methods to implement discretionary, dynamic asset allocation strategies.

Kathryn Vause is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 66 designations and has eight years of industry experience. Kathryn has worked within the First Citizens organization since 2015, including roles at First Citizens Bank and First Citizens Asset Management. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm’s approach combines client assessments with risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven portfolios and tax-aware strategies.

Charles Dickinson is a CFP® with three years of industry experience, currently serving as an Institutional Consultant at First Citizens Asset Management, Inc. in Raleigh, NC. He has been with First Citizens in various roles since 2020 and previously worked in education at Campbell University and Halifax Community College. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million across a multi-team platform of 33 advisors, employing global, multi-asset model portfolios with dynamic asset allocation and discretionary management.

Jennifer Weed is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding a Series 66 designation and 19 years of industry experience. She has worked with First Citizens Asset Management since 2009 and with First Citizens Investor Services, Inc. since 2016. Outside of her advisory role, she maintains a hobby involving breeding and selling goats to manage her herd and obtain goat milk. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and employs a global, multi-asset investment approach with dynamic asset allocation and ongoing portfolio monitoring.

Michael Lodsin Jr. is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including TIAA, The Hartford, and SVB Wealth LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a broad client base including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.

Jeffrey Rhineheart is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at SunTrust Bank spanning 30 years. His other business activities include serving as a New Business Development Officer at First Citizens Asset Management and as an Institutional Consultant at SVB Wealth, focusing on retirement plans, foundations, and endowments. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios across various implementation frameworks using both quantitative and qualitative criteria.

Hayden Brown is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining First Citizens, Hayden spent four years in full-time education. He also serves as a financial consultant with FCAM, meeting with clients to discuss investment capabilities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, utilizing a mix of asset allocation strategies, discretionary management, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Alexander Andrews is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked primarily within the First Citizens organization since 2011, including roles at First Citizens Bank and First Citizens Investor Services. Outside of his advisory work, he occasionally assists with his wife's e-commerce business, which involves reselling items online through an LLC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Jason Burkett is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at First Citizens Asset Management since 2017, following roles at First Citizens Investor Services and First Citizens Bank. Outside of his advisory work, he serves as Vice President on the board of the Forest Glen Homeowners Association. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, leveraging integrated banking resources as a subsidiary of a bank holding company.

Landon Lea is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked extensively with Arvest Wealth Management and its affiliates before joining First Citizens and SVB Wealth in 2025. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm employs a multi-team platform to manage global, multi-asset portfolios using a combination of quantitative and qualitative research and offers discretionary municipal advisory services.

Colleen Dixon is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior roles include positions at Wells Fargo, Bank of America, and PNC Bank. She also serves as an institutional consultant at First Citizens Asset Management, where she advises clients on investment management and retirement plans. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Norman Kirkwood is a financial advisor with First Citizens Investor Services, Inc. in Anderson, SC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with First Citizens Investor Services since 2016 and also serves as an Investment Advisor Representative at First Citizens Asset Management. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies.

Adam Crotts is a financial advisor at First Citizens Asset Management, Inc. in Charleston, SC, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors, LLC. Crotts does not have any other notable business activities beyond his advisory role. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform, offering global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Ashby Simmons is a financial advisor with First Citizens Asset Management, Inc. based in Columbia, SC. He holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to joining First Citizens Asset Management in 2023, Simmons worked at LPL Financial LLC, CUNA Brokerage Services, Inc., Palmetto Citizens FCU, and Carolina Fine Jewelry. He also serves as an officer/director for a local homeowners association. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform, offering global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Jared Davison is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining First Citizens in 2017, he worked at Lincoln Financial Advisors for four years. Outside of his advisory role, he is involved with the Soda City Outlaws Softball Organization as a coach and administrative manager. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative criteria.