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Personal Wealth Management

Is your nest egg out on a limb? There is no easy answer, but that’s where First South’s Wealth Management Team come in …

With increasingly complex financial markets and longer life expectancies, working with an investment professional 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.

At First South Wealth Management, we understand the important role a financial advisor can play in managing your financial needs which is why we’ve partnered with LPL Financial. When you choose an advisor supported by the vast resources of LPL Financial, you can be confident that your advisor will have access to independent research, state-of-the-art technology, innovative investment tools, and exceptional support that allows your advisor to devote his or her full attention to your needs and objectives.

Why Choose First South Wealth Management?

Over the past decade, financial advisors backed by LPL Financial have become a leading source of objective advice for accumulating and managing personal wealth. As experienced financial professionals, these advisors possess an average of 10 years of industry experience when they partner with LPL. Every advisor is backed by a market leader and they’re 100% committed to helping you pursue your long-term financial and life goals. This means that when you invest with one of our advisors, you can benefit from:

  • Objective guidance and advice — With access to leading independent research, your LPL Financial advisor can help you make informed, objective decisions.
  • Investment choice and flexibility — LPL Financial does not offer any proprietary products, so your advisor can help you choose unbiased investment products and strategies from many of the nation’s leading investment managers.
  • Holistic approach to life planning — No matter where you are in life – just getting started or winding down a successful career – you have goals and dreams. Your advisor engages you in an ongoing conversation about your needs, goals, and objectives to create the life plan that’s right for you.
  • Convenient account access — You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance.
  • Passion for providing independent advice — Our advisors offer tailored strategies designed to address the needs of your life goals and financial growth. Our advisors base their success upon helping their clients by tapping into the vast resources with LPL Financial to provide the objective advice you need.
  • An independent investment partner —Your LPL Financial advisor cares as much about your personal satisfaction as the performance of your portfolio, so he or she serves as a true partner to help you live the life you desire.

Take the first step to starting a new partnership with First South Wealth Management today by finding an advisor in your area today!

LPL Financial Advisors are available to schedule appointments at any one of
First South Bank’s locations.

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

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.

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