A Strategic Partnership for Wealth Solutions
First Carolina Wealth focuses on expert planning advice, responsive client service, and superior fiduciary management. We partner with Capital Investment Advisory Services, LLC (CIAS) of Raleigh, NC, an SEC-registered Investment Advisor, for asset management and support functions. Founded in Raleigh in 1984 and privately owned, Capital Investment Companies* has grown to be one of the largest independent registered investment advisors and brokerage firms in the Southeast. Additionally, BNY Mellon, through its affiliate, Pershing Advisor Solutions, provides state-of-the-art custody and online account access.
RYAN MUMY, CFP®, AIF®
¹Ryan Mumy is not affiliated with, or employed by, First Carolina Bank or First Carolina Wealth.
Brittany serves as Operations Assistant for Capital Investment Advisory Services, LLC.2 Brittany handles many of the day-to-day operational functions for CIAS and assist clients with general inquiries. She has over 9 years of experience in the customer service industry.
2Brittany Greene is not affiliated with, or employed by, First Carolina Bank or First Carolina Wealth.
*Capital Investment Companies is a marketing name for the following affiliated firms: Capital Investment Brokerage, Inc., Capital Investment Group, Inc., and Capital Investment Advisory Services, LLC.
Asset management services offered through Capital Investment Advisory Services, LLC, a SEC-registered Investment Adviser.
Securities offered through Capital Investment Brokerage, Inc., Member FINRA/SIPC
100 E. Six Forks Road, Suite 200; Raleigh, NC 27609 (919) 831-2370 FINRA BrokerCheck
Notice: About Our Relationships with Capital Investment Brokerage, Inc. and Capital Investment Group, Inc.:
Capital Investment Brokerage, Inc. and Capital Investment Group, Inc. (hereinafter referred to as "Capital Investment") entered into an agreement with First Carolina Bank to provide services at First Carolina Bank locations. Registered Representatives, independent contractors and employees of Capital Investment are not associates of First Carolina Bank, nor do they sell or otherwise represent bank products.
Non-deposit investment and insurance products and services that are offered by Capital Investment and/or related agencies are:
- NOT INSURED BY THE FDIC
- NOT DEPOSITS IN OR OBLIGATIONS OF FIRST CAROLINA BANK
- NOT GUARANTEED BY FIRST CAROLINA BANK
- SUBJECT TO RISK, INCLUDING THE POSSIBLE LOSS OF INVESTMENT PRINCIPAL