At Carolina First Bank, we do whatever it takes to listen to your needs and construct
a plan that’s customized to help you reach your goals. We have the people, the products,
and the services to help you gain insight and perspective no matter what stage of
life you’re in.
Customized Wealth Solutions
Our wealth management advisors work with you, providing options, strategies, and ideas based on your situation and your goals.
eMoney Advisor is a Web-based financial and wealth-planning system that provides a daily updated, 360 degree view of your financial portfolio, as well as features and functions that enable more holistic financial planning and concierge-level servicing of your needs. We organize all of your personal and family financial information in one place. We consolidate your information and present it to you on your personal Web page in a way that is easy to understand and available any time, day or night.
Banking products are provided by Carolina First Bank, Member FDIC.
*Investment advisory products and services are offered by UVEST Financial Services, an SEC Registered Investment Advisor. Securities and insurance products are offered by UVEST Financial Services and its affiliates, member FINRA®, SIPC®. UVEST and Carolina First are independent entities. The investment pages of this site are designed for U.S. residents only. The investment services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities and Insurance products are:
