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Carolina First Bank

www.carolinafirst.com

 
Carolina First was founded in 1986 with one simple, bold mission: to become a premier bank by putting customers first. After twenty years of service, that guiding principle is more important than ever.
  • Number of Employees: 50K-100K
  • Annual Revenue: $50-100 Million

Executives

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Cerity partners

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client`s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.