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Mason City (641)423-1600 Change Location

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Mason City Change Location

2601 4th Street SW
Mason City, IA 50401

Tel.(641)423-1600

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    119 North Akir Street - Latimer

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Home Blog First Citizens Investment Team Continues Growth

First Citizens Investment Team Continues Growth

First Citizens Wealth Management is pleased to announce that Associate Investment Officer, Brad Dummett, successfully passed the Level I Chartered Financial Analyst (“CFA”) examination and is currently a Level II CFA candidate. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Brad has been with First Citizens for six years.  

As part of the Investment Team, Jim Anderson and Brad Dummett support the underlying investment management offerings provided to customers by Wealth Advisors and Trust Officers. The continued growth of the Investment Team, both through education and technology, is critical to the success of the comprehensive wealth management services offered to First Citizens’ customers. The support by the Investment Team also allows Wealth Advisors and Trust Officers to dedicate more time meeting directly with customers including providing expanded service at branch locations. Currently, First Citizens Wealth Management offers dedicated office hours in Osage, New Hampton, and Mora, MN.

“We are committed to the team approach to wealth management services allowing us to provide deeper customer relationships and broader service both at our offices in Mason City and Charles City but also at our branch locations,” said Nicole Rognes Olson, Chief Wealth Management Officer. “By committing to a strong investment management team internally, our client-facing roles are better able to focus on the needs of the customer.”

First Citizens Wealth Management, a department of First Citizens Bank, serves clients by helping plan, grow, and protect their legacies across generations through offering comprehensive wealth management services including wealth advisory, investment management, and fiduciary (estate/trust/conservatorship administration). They also offer outsourced operations services to outside Trust Departments.  
 

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