William K. Norman IV
Why pick this one
William K. Norman IV specializes in comprehensive wealth management and has over 125 years of experience at First Citizens Bank.
Best for
- customized financial plans
- retirement planning
- tax-efficient investment strategies
Look elsewhere if
- clients seeking basic banking services
- short-term financial advice
Specialties
- wealth management
- financial planning
- tax-efficient investing
- retirement planning
- risk management
Certifications
- Accredited Wealth Management Advisor (AWMA®)
- FINRA Series 7
- FINRA Series 63
- FINRA Series 66
- Life Insurance License
What makes them different
- has been in the wealth management business for over 125 years
- offers personalized financial planning services
- coordinates with tax and legal professionals
- Response time
- conversation over the phone or through secure video call
- Years in business
- 125
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 100 E. Tryon Road, Raleigh, NC 27603
- Phone
- 9197167667
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- William.Norman@firstcitizens.com
Services
- wealth management
- financial consulting
- investment advice