CONTRACTONGOING

First Citizens Wealth Advises County on Long-Term Investments

Document date: Nov 12, 2025
Term: Long-term (12+ months) options discussed

What it covers

Granville County finance officials met with First Citizens Wealth representatives to explore long-term investment options of 12 months or more. Insights from this engagement will support an update to the county’s Investment Policy.

Who holds it

First Citizens Wealth holds this financial services contract with Granville County. Its other public contracts on record include work for City of Morganton and Greenwood County.

What happens next

Term as filed: Long-term (12+ months) options discussed.

See who signed off on this contract.

See who signed off

Free account · 30-second setup · No credit card

Contract details

Contract type: Financial Services
Document date: November 12, 2025
Term: Long-term (12+ months) options discussed
Vendor: First Citizens Wealth
Agency: Granville County
Source document: Granville County Board of Commissioners Agenda November 2025 (Agenda)

First Citizens Wealth's other public contracts

City of Morganton, North CarolinaFirst Citizens to diversify Morganton investments · May 6, 2024Undisclosed City of Morganton, North CarolinaFirst Citizens Wealth Management manages City Investments · May 6, 2024Undisclosed Greenwood County, South CarolinaFirst Citizens Wealth Management approved for investment · Sep 6, 2022 All First Citizens Wealth contractsVendor profile

More Granville County contracts

Pope Flynn LLCUnderwriter’s Counsel Engaged For 2026 School Bonds · Aug 11, 2026Undisclosed U.S. Bank Trust Company National AssociationU.S. Bank Trust Company Named Bond Trustee · Aug 11, 2026Undisclosed Smith AndersonSmith Anderson Serving As Granville County Attorney · Aug 11, 2026Undisclosed Sanford Holshouser PLLCCounty Retains Bond Counsel For 2026 School Bonds · Aug 11, 2026Undisclosed Davenport & Company LLCMunicipal Advisor Selected For 2026 Bond Issuance · Aug 11, 2026Undisclosed All Granville County activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Granville County?

First Citizens Wealth was awarded this financial services contract by Granville County, as recorded on November 12, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Granville County Board of Commissioners Agenda November 2025 (Agenda), dated November 12, 2025 from Granville County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does First Citizens Wealth hold?

First Citizens Wealth may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

Show 1 more question

What is Granville County currently buying?

Explore Granville County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

Work in government? Get Civic IQ free →

More Granville County contracts →Browse all agencies in North Carolina →