WILLIAM GIBSON
First Citizens
As a Certified Exit Planning Advisor (CEPA®), William Gibson is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=William Gibson - CEPA - First Citizens - Charlotte, North Carolina, city=Charlotte, display_country=United States, hs_object_source_label=IMPORT, url_slug=william-gibson, lname=Gibson, designations=[CEPA], hs_object_source_id=33459517, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20FEBRUARY%202023/GIBSON-WILLIAM-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-February-2023.pdf, hs_created_by_user_id=9997102, hs_createdate=1679430948808, cohortium_profile_title=William Gibson | Financial Advisor at First Citizens | CEPA Connect Member, state=North Carolina, hs_was_imported=true, id=5633089719, designations__text_=CEPA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | William Gibson, email=bill.gibson@firstcitizens.com, cohortium_meta_description=Connect with William Gibson, a specialized Financial Advisor working with First Citizens based in North Carolina. Credentials include: CEPA., associated_contact_record_id=19089551, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20FEBRUARY%202023/4777_Gibson_CEPA-Certificate-2023-February.pdf, is_editable=editable, url_slug_2=william-gibson, impersonate_user_url=https://exit-planning-institute.org/member-detail/william-gibson?impersonation=true, full_name=William Gibson, hs_lastmodifieddate=1764932299086, phone=(704) 338-3285, company_name=First Citizens, name=William, hs_object_id=5633089719, associated_resources=0, hs_object_source=IMPORT, hs_object_source_user_id=9997102, status=Published, hs_updated_by_user_id=61653109}
- Advisor Type: Financial Advisor
- Website:
https:// - Phone: (704) 338-3285
- City: Charlotte
- State: North Carolina
- Postal Code:
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: First Citizens
