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Investment

 

When you know and trust the people at your bank, it makes sense to invest there. A First Bank & Trust investment speciialist can give you the personal attention that big brokerage firms can't.

The investment professionals at First Bank & Trust's Wealth Management Group bring a wealth of experience and a commitment to personal service to help you make investment choices that are right for you. By listening carefully to your goals and concerns, they will personally tailor an investment strategy that fits comfortably with your objectives.




 

Todd Carter

Todd Carter
Sr. Financial Specialist
667 West Main St 2nd Floor
Abingdon, VA 24210
Phone: 276-623-0259
Fax: 276-623-0510

 

Mutual funds
• Money market funds
• Short, intermediate, and long-term bond funds
• Government bond funds
• Balanced funds
• Income stock funds
• Growth stock funds
• Aggressive stock funds
• International funds



Stocks
Government Bonds
Corporate Bonds
Municipal Bond


 

 


Unit Investment Trusts (UITs)
Options
Self-Directed IRAs
Roth IRAs
529 College Savings Plan
Investment Advisory Accounts
Trust Accounts
Asset Allocation Accounts
Fixed Annuities
Variable Annuities
Life Insurance*
401 (sk) Rollovers
Alternative Investments

*Through various third parties

Allen Poole

Allen Poole
Financial Specialist
1185 N. State of Franklin Road
Johnson City, TN 37602-4775
Phone: 423-282-9032
Fax: 423-282-9066


Brian Viglione

Brian A. Viglione
Financial Specialist
1030 Richmond Road
P.O. Box 2625
Staunton, VA 24402
Phone: 540-213-8001
Fax: 540-213-8002


 

Charlotte Mullins
Brokerage Coordinator
667 West Main Street 2nd Floor
Abingdon, VA 24210
Phone: 276-623-0259
Fax: 276-623-0510

 

 
     


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