First Citizens Wealth Appoints Lee Erby as Northern California Market Leader

RALEIGH, N.C., Nov. 12, 2025 /PRNewswire/ — First Citizens Wealth, a distinguished division of First Citizens Bank, has announced the appointment of Lee Erby as the new Northern California Market Leader. Based in San Francisco, Erby will oversee a team of wealth consultants and report directly to Art Saldivar, Senior Director of Regional Wealth for California.

Expanding Services for High-Net-Worth Clients

Lee Erby’s primary responsibility will be to enhance services tailored for high-net-worth individuals, families, entrepreneurs, and nonprofits in Northern California. First Citizens Wealth is committed to delivering a comprehensive suite of financial services, including wealth planning, investment management, and trust services.

“As a lifelong Bay Area resident, Lee has deep local ties and shares our strong commitment to this community,” stated Art Saldivar. “Combining his extensive experience in wealth management with our expertise working with the innovators of Silicon Valley will be a powerful catalyst for client success.”

Lee Erby’s Extensive Background

With over 20 years in wealth and private banking, Erby has held senior roles at prestigious institutions like Bank of America Private Bank, Merrill Lynch, and Citi Private Bank. His wealth management prowess positions First Citizens Wealth to excel in serving its diverse clientele.

Erby graduated with a degree in business administration from California Maritime Academy and obtained his MBA from Saint Mary’s College of California, equipping him with a robust foundation for financial leadership.

First Citizens Wealth: A Premier Financial Partner

First Citizens Bank operates six branches across the greater Bay Area, with a significant presence in Northern California for more than 40 years. The bank has over 1,000 employees in the region, including more than 80 dedicated to the First Citizens Wealth division.

Comprehensive Financial Services Available

First Citizens Wealth offers various options designed to meet individual and institutional financial needs:

• Wealth Planning: Customized strategies for managing wealth.
• Investment Services: Professional guidance for portfolio management.
• Trust Services: Secure and effective management of trusts and estates.
• Banking and Lending: Comprehensive banking solutions tailored to diverse financial requirements.

For more details about services, visit First Citizens Wealth.

About First Citizens Bank

First Citizens Bank is dedicated to strengthening the financial well-being of personal, business, and wealth clients. Based in Raleigh, N.C., the bank has developed a legacy characterized by strength, stability, and forward-thinking strategies.

As a top 20 U.S. financial institution, First Citizens BancShares, Inc. operates under the NASDAQ symbol FCNCA, with assets exceeding $200 billion.

Explore More

To learn more about the diverse services offered by First Citizens Wealth and how it can assist in achieving your financial goals, visit First Citizens Wealth.

Concluding Remarks

Lee Erby’s appointment as the Northern California Market Leader marks an exciting new chapter for First Citizens Wealth. His extensive experience and deep local roots will be instrumental in driving success for clients in the innovation economy and beyond. As First Citizens Wealth continues to expand its influence in the region, clients can look forward to high-quality, customized financial services that meet their unique needs.