Financial Advisor: Jamie Dugo

10/30/2025

This month I celebrated 3 years at First Citizens and currently, in addition to the branches that I work with in Mooresville and Huntersville, I am also helping out in Boonville, Mt. Airy, Pilot Mountain as well as Galax VA. And the other day as I drove to my next client appointment I was so fortunate to be able to enjoy views like this. It gave me so much joy and allowed me to just breathe for a moment and smile.

03/27/2025

Are you behind on your retirement contributions? Learn how to enhance your nest egg from your 20s through your 60s. We examine straightforward savings strategies you can put to work at each life stage. https://bit.ly/4kZhb2B

03/08/2025

Inspired by this year’s Women’s History Month theme – Moving Forward Together! Women Educating & Inspiring Generations – members of our Equipment Finance team partnered with Rock the Street, Wall Street (RTSWS) to inspire future financial leaders. RTSWS is a financial literacy program that aims to inspire high school students to pursue careers in finance.

11/27/2024

It was such a wonderful experience to host some of my clients at the US Open this summer. I truly enjoyed sitting in a rocking chair on the veranda behind the 18th hole.

07/08/2024

Sporting my new merch! A 30th Anniversary gift from First Citizens Wealth.

06/16/2024

This day has been so amazing! I’m Sitting in a rocking chair on the clubhouse veranda overlooking the 18th hole on a beautiful day at the U S Open at Pinehurst. Some of my clients are having an amazing day as well, all thanks to First Citizens Bank. Life is good!

03/19/2024

Out representing First Citizens Investor Services at Cardinal FG - Mooresville for their employee benefit fair. I’ve been coming out here for many years in various roles. Always great to see familiar faces

02/15/2024

So fortunate to have spent last Sunday with Braden. It was rainy and overcast and we had no particular plans so Braden took me all over campus into the libraries and some of his classrooms that were open, his fraternity house, etc. He works as a tour guide on campus so not only did I get the up close and personal tour I got some professional tour guide intel as well.

03/29/2023

Women are at higher risk of needing long-term care (Society of Actuaries, 2018). Here are some questions you can ask yourself now to help ensure the future you want.

03/24/2023

People are living longer in retirement than ever. In fact, forty percent of women are likely to reach the age of 90. Here are three reasons why you could benefit from retiring later.

Postponing retirement for just a few years, or even months, can have a big impact on your savings.