Allen Lockwood is a wealth consultant and Senior Vice President Assistant Secretary at First Citizens Wealth Management in Charlotte, NC. With over 100 years of experience, First Citizens Wealth Management offers personalized financial planning services to help clients achieve their goals and secure their future. Their team of experienced professionals provides comprehensive advice and tailored strategies to address various financial needs, including asset allocation, business succession planning, estate planning, investment planning, and retirement planning.
First Citizens prides itself on strength, stability, and consistency, and their goal is to empower clients to make informed decisions about their money. They offer a consultative approach, creating personalized plans based on clients' aspirations and concerns. With a focus on understanding clients' financial journeys, First Citizens Wealth Management coordinates with tax and legal professionals to ensure consistent planning and protection of assets. Their services are designed to help clients build a comprehensive and customized plan, providing security for themselves and their loved ones.
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