The First Citizens Investment Services Team
We’re A Family-Centered Financial Team
Meet the financial professionals at First Citizens Investment Services. We take time to get to know you, your family, your circumstances, and what is important to you, so we can help you think through the financial decisions in front of you. It’s because of this level of detail and dedication that many of our client relationships continue to grow over the years and across generations. Our passionate, well-established team brings experience, education, personal attention, and a genuine warmth to each conversation so you feel supported through every stage of the journey.
Aurelio Callope, CRC
VP, Financial Advisor
Garrett Larson
Financial Advisor
Susan Foley
Registered Sales Assistant
About Our Firm
Learn more about our history, our values, and what shapes the way we serve you.
How We Work
See how we help clients organize the details, define their goals, and build a roadmap around the full picture.
Start The Conversation
Reach out to begin building a financial roadmap shaped around your life and goals.