Adam P. Davis is a wealth consultant and Senior Vice President Assistant Secretary at First Citizens Wealth Management in Columbia, SC. With over 100 years of experience, they provide personalized financial planning services to help clients achieve their goals and secure their future. Their team of experienced professionals offers comprehensive advice and solutions tailored to individual needs, ensuring clients make informed decisions about their money.
First Citizens Wealth Management focuses on strength, stability, and consistency, offering services such as asset allocation, business succession planning, estate planning, investment planning, and retirement planning. They work closely with clients to create and execute comprehensive plans, integrate personal and business financial goals, protect assets, and ensure intentions are fulfilled in estate plans. With a commitment to understanding clients' needs and leveraging resources and expertise, First Citizens Wealth Management helps individuals and families navigate their financial journey with confidence.
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