Daniel Smith, CFP®, CRPC®, CEPA®, is currently the Senior Director of Regional Wealth at First Citizens Bank, overseeing Personal Wealth Sales across South Carolina, the Charlotte Metropolitan Area, and western North Carolina. With over 25 years of industry experience, they lead a team focused on financial planning, investment advisory, estate planning, and risk management for affluent individuals and business owners. Previously, Daniel held various leadership roles, including Director of Regional Wealth Sales at First Citizens Wealth Management, Private Advisors Team Director at BB&T Wealth Management, and Financial Center Leader at BB&T. Daniel earned a Graduate Degree in Banking from Lander University and a Bachelor of Science in Economics from Francis Marion University.
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