First Carolina Wealth Team
|JOHN SLAYTON, CFP®, AEP, CTFA, JD, Tax-LLM, MBA
Managing Director - First Carolina Wealth
Over 40 years of experience in the trust, securities, and financial planning industries; including, Managing Director of a N.C. regional bank wealth management department, CEO of a N.C. independent trust company, General Counsel and Investment Advisor to Gordon P. Getty Family Trust, and Corporate Attorney in one of the nation’s largest law firms. Master of Laws in Taxation, Georgetown University Law; Master of Business Administration in Finance and Investments and Juris Doctor, George Washington University; and Honors Bachelor of Arts in Political Science, Marquette University. Columnist, speaker, CLE lecturer, expert witness and Adjunct Asst. Professor of Finance, Love School of Business at Elon University.
|Ever Owens, CTFA
Senior Trust Officer - First Carolina Wealth
Ever is a Certified Trust and Fiduciary Advisor (CTFA) with over 16 years of experience in the trust and wealth management industry working with individuals and families. She holds a Master of Business Administration and a Bachelor of Arts in Trust and Investment Management from Campbell University. As a Trust Officer, she works closely with clients to plan and achieve personal goals of protecting, growing, and distributing their assets. Ever is a member of the Durham Orange Planning Council.
RYAN MUMY, CFP®, AIF®
Ryan is the Chief Investment Officer of Capital Investment Advisory Services, LLC1 and has over 18 years experience in the financial services industry. Ryan manages assets for a high net worth client base, retirement plans and institutional investors Ryan also serves as Co-Portfolio Manager for Capital Investment Advisory Services’ Third-Party Money Management service, which provides management and economic commentary for other financial advisers.
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, LLC2. 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.
Partnership With Capital Investment Companies
Expansion of a Five Year Partnership
- First Carolina Wealth focuses on expert planning advice and responsive client service.
- Capital Investment Companies, through its affiliate, Capital Investment Advisory Services, LLC, serves as investment manager and gateway to BNY Mellon for state-of-the-art custody and online access.
- Founded in Raleigh in 1984 and privately owned, Capital Investment Companies has grown to be one of the largest independent financial services, registered investment advisor and brokerage firms in the Southeast.
Asset management services offered through Capital Investment Advisory Services, LLC, an SEC-registered Investment Adviser.
Securities offered through Capital Investment Brokerage, Inc., or Capital Investment Group, Inc., Members FINRA/SIPC
100 E. Six Forks Road, Suite 200; Raleigh, NC 27609 (919) 831-2370 FINRA Broker Check
Notice: About Our Relationship 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 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