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Meet Our Team

 

Bobby Moss
SVP — Wealth Management Advisor
Tar Region
1378 Benvenue Road
Rocky Mount, NC
252.442.1424



Angela Moss

Financial Consultant
Tar Region
1378 Benvenue Road
Rocky Mount, NC
252.442.1425

 


Jim Kinsey

SVP — Wealth Management Advisor
Cape Fear Region
241 Green Street
Fayetteville, NC
910.223.0802

 


Bonnie Hatley

LPL Registered Sales Assistant
Cape Fear Region
241 Green Street
Fayetteville, NC
910.223.0802

 

John Floyd casual 2014
John Floyd, CFP®
CERTIFIED FINANCIAL PLANNER™
Neuse Region
1725 S. Glenburnie Road
New Bern, NC
252.773.0252

 

Niki Waters casual 2014
Niki Waters
Office Manager
Neuse Region
1725 S. Glenburnie Road
New Bern, NC
252.773.0252

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 pursue your retirement goals
  • Stock Investing Techniques and Account Management
  • Pension & 401(k) Rollover Planning and Account Management
  • Mutual Funds, Stocks and Tax-Deferred Annuities
  • Federally Tax-Free Municipal Bonds, Corporates, and Government Agency Bonds
  • Term, Whole and Variable Life Insurance
  • Estate, Business, Tax, and College Planning Strategies
  • Trust Services (offered through The Private Trust Company N.A., an affiliate of LPL Financial)
  • Online Account View

LPL 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, please call one of the LPL Financial Representatives above.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured First South Bank deposits and are not FDIC insured. These products are not obligations of First South Bank and are not endorsed, recommended or guaranteed by First South Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. LPL Branch Office located at 1311 Carolina Ave, Washington, North Carolina 27889.

First South Bank and First South Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Florida, Georgia, Hawaii, Kansas, Maine, Michigan, New York, North Carolina, Ohio, Oklahoma, South Carolina, Texas and Virginia.

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Financial Resources

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