Why do we offer wealth management solutions? Because, First South looks to build relationships with our customers, and wealth management is another building block of that relationship.
Planning for the financial security of your future is more important than ever. For this important partnership, you need a trained professional who sees your total financial picture — someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.
Who needs Wealth Management? What can a financial advisor do for me? John Floyd, one of our First South Wealth Management representatives, explains the basics of Wealth Management and why you should consider it for your future.
We can provide sound and relevant advice to you whether you’re a first time investor or you have already built a portfolio.