Brandt Nance is a Senior Fiduciary Officer and Senior Vice President at First Citizens Wealth Management in Raleigh, NC. With over 100 years of experience, First Citizens Wealth Management offers personalized advice and solutions to help clients plan for their future, including estate planning, trust administration, and wealth transfer. Brandt works closely with clients to understand their financial goals and provides expertise in fiduciary and administrative matters related to trusts and investment management accounts.
First Citizens Wealth Management prides itself on strength, stability, and consistency, delivering tailored strategies and personal attention to help clients achieve their estate goals. With a focus on enhancing estate planning documents and coordinating with tax and legal professionals, Brandt ensures that clients' current cash flow needs and overall wealth transfer objectives are met. With a commitment to financial education and cash flow analysis, First Citizens Wealth Management is dedicated to empowering clients to plan for their dreams and safeguard the future for themselves and their loved ones.
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