First Citizens Names Erin McCaskill as New Wealth Leader in Atlanta
MWN-AI** Summary
First Citizens Bank has announced the appointment of Erin McCaskill as the new Director and Market Leader for Atlanta within its Wealth division. McCaskill, who has over two decades of experience in financial services, will oversee a team dedicated to serving high-net-worth individuals, families, businesses, and nonprofits in the Atlanta metro area. Reporting to Ethan Van Eck, Senior Director of Regional Wealth, she will play a pivotal role in expanding the bank's wealth management offerings.
Under McCaskill's leadership, First Citizens Wealth aims to enhance its services, including wealth planning, investment strategies, and fiduciary services, catering to the diverse needs of clients in one of the nation's leading entrepreneurial hubs. Her appointment reflects the bank's strategy to grow nationally while reinforcing its presence in the Southeast, as highlighted by Marc Horgan, Executive Director of Wealth Sales.
Having joined First Citizens Bank in 2009, McCaskill has held a range of positions within wealth management, recently serving as a Wealth Consultant for South Carolina. Her educational background includes a degree in financial economics from the University of Virginia and an MBA from the University of South Carolina. She is also a Certified Financial Planner and a Certified Exit Planning Advisor.
As Atlanta is recognized for its economic diversity and resilience, First Citizens Wealth positions itself as a partner for local business owners and clients looking to build sustainable wealth. The bank, headquartered in Raleigh, North Carolina, has established a strong presence in Georgia, featuring approximately 400 associates and 29 branches statewide since starting operations in the region in 2020.
MWN-AI** Analysis
First Citizens Wealth's recent appointment of Erin McCaskill as Atlanta Market Leader represents a strategic move amid Atlanta's burgeoning economic landscape. As a financial analyst, I note that this decision signals First Citizens’ commitment to enhancing its presence in a thriving market characterized by entrepreneurial growth and diversity. McCaskill's experience—with over 20 years in the financial sector and a proven track record in wealth management—positions her well to address the unique needs of high-net-worth clients, businesses, and nonprofits in the region.
Atlanta is emerging as a hub for high-net-worth individuals and businesses seeking robust financial solutions, making this the opportune moment for First Citizens to bolster its wealth management services. With McCaskill at the helm, clients can expect improved access to a comprehensive suite of services, including investment management, trust services, and wealth planning—all vital components for both individuals and organizations seeking to cultivate sustainable wealth.
Given the integration of McCaskill’s leadership and First Citizens’ resources, investors might consider this an ideal moment to engage with the bank for personalized financial strategies. The wealth management sector is expected to grow, and First Citizens' proactive stance under McCaskill’s guidance should enhance its competitive edge.
In terms of market advice, clients should remain vigilant and consider leveraging First Citizens Wealth's capabilities to create tailored, long-term investment strategies that align with their financial goals. Additionally, exploring the potential for trust and fiduciary services can provide avenues for generational wealth transfer, which is becoming increasingly important in today’s economic climate.
In summary, First Citizens' strategic leadership shift within the Atlanta market, combined with the city’s economic momentum, presents unique opportunities for high-net-worth individuals and businesses to optimize their financial growth strategies.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
PR Newswire
RALEIGH, N.C., Oct. 29, 2025 /PRNewswire/ -- First Citizens Wealth today announced the appointment of Erin McCaskill as Director and Atlanta Market Leader. Based in Atlanta, she reports to Ethan Van Eck, Senior Director of Regional Wealth, and will lead a First Citizens team of wealth consultants.
McCaskill is responsible for growing a high-caliber team serving the needs of high-net-worth individuals and families; businesses and corporations; entrepreneurs, founders, investors and nonprofits in the metro Atlanta area. Under her leadership, First Citizens Wealth will further enhance the delivery of the bank's full range of capabilities, including wealth planning, investment services, trust and fiduciary services, banking and lending.
"Erin's appointment underscores our continued efforts to expand our business nationally while strengthening our existing presence in the Southeast," said Marc Horgan, Executive Director of Wealth Sales. "In this role, she will accelerate our growth in Atlanta and bolster the advisory services we offer to our clients in the area."
McCaskill has over 20 years of financial services experience serving high net worth individuals and families, having joined First Citizens Bank in 2009. She began her career in Columbia, SC, and has served in a variety of wealth management roles and most recently serving as a Wealth Consultant for the South Carolina market.
"Atlanta continues to distinguish itself as a center of entrepreneurial growth and economic diversity and resilience," said Ethan Van Eck, Senior Director of Regional Wealth, Florida and Georgia. "Individuals and business owners in the region are driving a dynamic economy, and we look forward to partnering with our clients to help translate that success into long-term, sustainable wealth creation."
Erin is a graduate of University of Virginia with a degree in financial economics and an MBA graduate of University of South Carolina. Erin holds a Certified Financial Planner designation and is a Certified Exit Planning Advisor.
First Citizens Wealth has been serving clients in the region since 2020 from several locations throughout the Atlanta area. First Citizens today has roughly 400 associates and 29 branch locations across Georgia, along with an active middle market and commercial banking practice statewide.
About First Citizens Wealth
First Citizens Wealth offers a full range of financial planning, asset management, private banking, brokerage, investment advisory, insurance and trust services to individuals and institutional clients. Learn more at https://www.firstcitizens.com/wealth.
About First Citizens Bank
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services with branches and offices nationwide; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500™. Discover more at firstcitizens.com.
Disclosures
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS") , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Insurance products and insurance are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and SVB are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
Consulting services including overseeing plan design, investment fiduciary services, investment selection and monitoring, and continuous benchmarking are offered through First Citizens Bank and Trust Company. First Citizens Wealth is a registered trademark of First Citizens BancShares, Inc.
Media Contact
Liz Shapiro
Elizabeth.shapiro@firstcitizens.com
SOURCE First Citizens Bank
FAQ**
How does Erin McCaskill's appointment as the new wealth leader in Atlanta potentially impact the performance of First Citizens BancShares Inc. Class A Common Stock FCNCA in terms of attracting high-net-worth clients?
What strategic initiatives does First Citizens Wealth plan to implement under McCaskill's leadership to enhance its market presence, especially in relation to First Citizens BancShares Inc. Class A Common Stock FCNCA?
In what ways might McCaskill's experience and background influence the growth trajectory of First Citizens BancShares Inc. Class A Common Stock FCNCA in Atlanta, given the city's economic diversity?
What metrics will be used to evaluate the success of Erin McCaskill in her new role, particularly concerning the overall valuation of First Citizens BancShares Inc. Class A Common Stock FCNCA?
**MWN-AI FAQ is based on asking OpenAI questions about First Citizens BancShares Inc. Class A Common Stock (NASDAQ: FCNCA).
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