Daniel Smith has joined the First Citizens’ Wealth Advisory Group as capital management group sales and service director. In this role, Smith will be responsible for leading the company’s wealth advisors and trust relationship managers, and ensuring that the Capital Management Group continues to provide exceptional service to its clients.
First Citizens’ Capital Management Group offers clients financial planning, investment management, trust administration and estate planning, retirement planning for individuals and businesses, and insurance planning.
“We are thrilled to have Daniel as the newest member of our Capital Management Group,” said Paul Bopp, director of First Citizens’ Capital Management Group. “Our approach to wealth management is to combine local insight and familiarity with the expertise of world-class investment managers. Daniel has extensive experience in the banking industry – specifically in wealth management – and brings to First Citizens a deep understanding of superior relationship management and a proven track record of driving positive business results for clients.”
Before joining First Citizens’ Wealth Advisory Group, Smith served as a private advisor team director for BB&T Wealth. He also has served as a financial center leader for BB&T and as a branch manager for Palmetto Citizens Federal Credit Union.
Smith graduated from Francis Marion University in Florence with a bachelor’s degree in economics and a minor in business administration. He is a registered paraplanner and holds Series 66, 7, 24 and Life, Accident and Health licenses in South Carolina. He also has completed the Certified Financial Planner Professional and the Chartered Retirement Planning Counselor designation coursework.
An active community citizen, Smith is a member of the United Way of the Midlands’ Young Leaders Society, where he has served on the organization’s executive and steering committees, and as chair of the YLS resource development and recruiting committee. He also has served as lieutenant governor and as a board member for the South Carolina district of Optimist International and is a five-time former president and board chair of the Dutch Fork Optimist Club.