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Investment

 

An investment specialist from First Wealth Management Group can give you the personal attention that big brokerage firms can't.

First Wealth Management Group investment professionals 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.




 

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 Bonds

 

 

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(k) Rollovers
Alternative Investments

*Through various third parties



 


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


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

 

William M. Herbert
Vice President
101 Annjo Court
Forest, VA 24551
Phone: 434-455-0888
Fax: 434-455-0887

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
1108 East Stone Drive, 2nd Fl. PO Box 3860
Kingsport, TN 37664
Phone: (423) 245-6971
Fax: (423) 245-7013

 
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