Will Hester serves as a Senior Vice President and Wealth Consultant at First Citizens Bank, where he leverages over 25 years of extensive experience in wealth planning to deliver tailored financial solutions for high net worth individuals and families. His expertise is underscored by a...
Will Hester serves as a Senior Vice President and Wealth Consultant at First Citizens Bank, where he leverages over 25 years of extensive experience in wealth planning to deliver tailored financial solutions for high net worth individuals and families. His expertise is underscored by a robust educational background, including a Certified Financial Planner (CFP®) designation and a Certified Exit Planning Advisor (CEPA) certification from the Exit Planning Institute, which equips him with the skills necessary for effective business succession planning.
In his current role, Will is dedicated to managing private wealth relationships, focusing on developing a comprehensive understanding of each client’s unique financial and personal circumstances. This client-centric approach allows him to engage effectively with other members of the wealth and banking teams, ensuring that clients receive coordinated solutions that align with their financial goals. His proficiency in portfolio management, retirement plan consulting, and trust services enables him to craft strategies that facilitate wealth accumulation and multi-generational wealth transfer.
Will's commitment to excellence is evident in his involvement with key projects that enhance client experiences and optimize wealth management processes. By staying abreast of industry trends and regulatory changes, he ensures that his clients are well-informed and positioned to make strategic decisions. His holistic perspective on wealth management not only addresses immediate financial needs but also prepares clients for long-term success, solidifying his reputation as a trusted advisor in the realm of private banking and professional money management.
