Personal Investments

At First South, we strive to provide our customers with every service they’ll need on their journey to a healthy financial well-being, including financial planning.  First South Wealth Management was created through a relationship with LPL Financial to put you first in this process.  That’s because we understand that no matter where you are on your financial journey, one of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. 

Our team of advisors listens to you and learns from you to discover what your financial goals and needs are before they begin helping you make investing and planning decisions.  We’re committed to putting you first regardless of your investment needs.

Personal Investment Options

First South Wealth Management can provide sound and relevant advice to you whether you’re a first time investor or you have already built a significant portfolio.  Let one of our advisors address your specific investment goals and objectives. 

Options include:

  • Managed asset plans – for professional, fee-based portfolio management through LPL Financial

  • Retirement planning – to 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

For more information about First South Wealth Management or LPL Financial, please call one of our LPL Financial Representatives today.

Schedule An Appointment

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 other 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.

Set An Appointment

Meet with a First South Wealth Management consultant at any of our First South branch locations.