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Meet Our Advisors

K. Lee Williamson
SVP — Wealth Management Advisor
Pamlico Region
1707 SE Greenville Blvd
Greenville, NC
(252) 752-6322
Email Lee 





Bobby Moss 
SVP — Wealth Management Advisor
Tar Region
1378 Benvenue Road
Rocky Mount, NC
(252) 442-1424
Email Bobby

Angela Moss
Financial Consultant
Tar Region
1378 Benvenue Road
Rocky Mount, NC
(252) 442-1425
Email Angela



Jim Kinsey
SVP — Wealth Management Advisor
Cape Fear Region
241 Green Street
Fayetteville, NC
(910) 223-0802
Email Jim
Bonnie Hatley
Registered Sales Assistant
Cape Fear Region
241 Green Street
Fayetteville, NC
(910) 223-0802
Email Bonnie


Some of the Services provided include:

  • Managed asset plansfor professional fee-based portfolio management through LPL Financial

  • Retirement planningto design an investment strategy to help you meet all of your retirement goals

  • Stock Investing Techniques & Account Management

  • Pension & 401(k) Rollover Planning & Account Management

  • Mutual Funds, Stocks & Tax-Deferred Annuities
  • Tax-Free Municipal Bonds, Corporates, and Government Agency Bonds

  • Term, Whole and Variable Life Insurance

  • Estate, Business, Tax, and College Planning Strategies

  • Trust Services

  • Online Account View


 Financial Advisors are available to schedule appointments at any one of First South Bank’s locations.  For more information about First South Wealth Management or LPL Financial, complete the information email request or call 1-800-940-4903 to speak with an LPL Consultant.


Financial Advisors of LPL Financial are Registered Representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. LPL Financial is not a registered broker/dealer. Investments are: Not FDIC insured, may lose value, are not bank guaranteed, and are not obligations of LPL Financial. LPL Branch Office located at 1311 Carolina Ave, Washington, North Carolina 27889. Investment Advisory Services offered through LPL Financial, a SEC Registered Investment Advisor


This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.