Biliter Joins First Citizens Investor Services as President
December 14 2020 - 2:00PM
First Citizens Bank announced today that David Biliter has joined
the company as president of its registered broker-dealer First
Citizens Investor Services, Inc. (FCIS).
In his role as president, Biliter’s responsibilities include the
overall management, technology platform oversight and client
experience enrichment of a bank broker-dealer with more than 176
associates (about 72 registered advisors) and $10.1 billion in
assets under management. He is based at the company’s headquarters
in Raleigh, N.C.
“We’re extremely pleased to have David’s extensive background
and industry knowledge at FCIS,” said Michael Wilson, First
Citizens Wealth Management Executive. “He brings a proven track
record of exceptional results. His leadership and talents
complement our strong investor services teams, which do an
excellent job of serving our clients.”
An industry veteran with more than 30 years of experience,
Biliter most recently served as executive vice president and
director of sales for Arvest Wealth Management.
Prior to Arvest, Biliter served in a variety of sales,
investment and leadership positions within the banking and
brokerage industries. He also has worked in sales and wealth
management roles with Cadence Bank, AmSouth Investments, Superior
Financial Services and Hancock Investments.
Biliter received a bachelor’s degree in financial planning from
Brigham Young University. He earned a certified financial planner
(CFP®) designation and holds Series 7, 24, 53 and 63 FINRA
licenses.
FCIS is a wholly-owned subsidiary of Raleigh, N.C.-headquartered
First Citizens Bank and is a registered SEC broker-dealer and
investment advisor. FCIS is a member of the Financial Industry
Regulatory Authority (FINRA) and the Securities Investor Protection
Corporation (SIPC). FCIS offers various brokerage investment
products and investment advisory services through the bank’s branch
network.
Founded in 1898, First Citizens Bank is the largest
family-controlled bank in the U.S., with offices in 19 states. For
more information, call toll free 1.888.FC DIRECT (1.888.323.4732)
or visit firstcitizens.com. First Citizens Bank. Forever
First®.
First Citizens Wealth Management is a registered trademark of
First Citizens BancShares, Inc. First Citizens Wealth
Management products and services are offered by First-Citizens Bank
& Trust Company, Member FDIC; First Citizens Investor Services,
Inc., Member FINRA/SIPC, an SEC-registered broker-dealer and
investment advisor; and First Citizens Asset Management, Inc., an
SEC-registered investment advisor.
Contact: |
Barbara
ThompsonFirst Citizens Bank919.716.2716 |
A photo accompanying this announcement is available at
https://www.globenewswire.com/NewsRoom/AttachmentNg/73fa78b5-502e-4075-a02d-fd55cf504a6d
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