More than your average private banker.

Managing assets and liabilities. Maintaining cash flow. Providing liquidity. These are all components of our private banking offerings at the Wealth Management group at First National Bank. We, however, like to think of it in much bigger terms. The relationships our private bankers build with their clients are lifelong. That's because we focus on your individual goals in life. We consider ourselves to be your personal advocates, customizing financial solutions that fit you - both your needs and your wants. We make it our job to fully understand the risks, so you're more likely to avoid them; we continuously monitor your financial plans, so you're sure to remain on track; and we work collaboratively with all departments of our wealth management division, so you know that you're on a financial path that's paved with comprehensive knowledge, opportunity and attention.

Our reputation is everything. That's why, with your private banking expert, we can assure you'll receive:

  • Personalized Service – We will assemble a competent team of professionals to work both with and for you.
  • Client Advocacy – We offer you a single point of contact for any of your financial or life-goal needs. Call us with any issue and we’ll provide you with the solution.
  • Urgency – Your emails, your phone calls; they’re important to us. So we strive to respond within the same business day.
  • Customized Solutions – Investment portfolios, lending needs and trust solutions are all tailored to meet your individual needs.
  • Convenience – We’ll meet at any location that is convenient for you. Choose a place – our office, your office, your home, a third-party location, etc. – and we’ll be there.
  • Confidentiality – We value and respect your privacy, which is why we protect that privacy at all costs. Not because we have to, but because we believe it’s the ethical thing to do.
  • Open and Ongoing Communication – We will be proactive in reaching out to you, providing you with updates, offering advice, discussing needs and sharing opportunities. Depending upon your preference, our communications can be face-to-face, via phone, through mail or in emails, as well as at your desired frequency.

Meet our Private Bankers »

Latest Updates

  • October Monthly Commentary

    10/10/2018 Read More
  • September Monthly Commentary

    10/10/2018 Read More
  • August Monthly Commentary

    10/10/2018 Read More

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