James Wilson Joins Trust Company of North Carolina, Cary, North Carolina

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James Wilson - employee photoFUQUAY-VARINA, North Carolina (April 19, 2022) – Fidelity Bank is pleased to announce James Wilson has joined its Trust Company of North Carolina team as Wealth Administration Specialist. In his new position, Mr. Wilson is responsible for daily customer service administrative duties and providing customer support for account administration. His office is located at the Trust Company of North Carolina headquarters in Cary, North Carolina on 100 West Chatham Street.

James has four years of experience in financial planning. Prior to joining Fidelity Bank, he worked for Wells Fargo as a Fiduciary Administrator of IRAs. Mr. Wilson graduated from Campbell University with a Bachelor of Business Administration degree in Trust and Wealth Management and a minor in Financial Planning. He currently resides in Lillington.

Fidelity Bank is a full-service financial institution with assets of approximately $3.7 billion headquartered in Fuquay-Varina, North Carolina. The Bank owns and operates 56 branches throughout North Carolina, South Carolina, and Virginia.

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April 2022 Newsletter

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Trust planning

    • Is a team approach better than having one trustee?
    • Auditioning for parts in wealth management
    • Trusts, taxes, and distributions

Philanthropy

    • Charitable giving overview
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Quarterly Market Insights for 1st Quarter 2022

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In this issue:

Market Brief: Page 2
Economy: Page 4
Equity: Page 5
Fixed Income: Page 6
Alternatives: Page 7

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