FirstBank Southwest offers wealth management and trust services through our Private Client Group which provides professional management and investment of assets. The Private Client Group at FirstBank Southwest employs a collaborative approach to provide our clients with the management of:
- Investment Accounts
- Living and Revocable Trusts
- Traditional and Roth IRAs
- SEP and Self-Directed IRAs
- 401(k) Rollovers
- Charitable Foundations and Endowments
Other services include :
- Testamentary (Irrevocable) Trusts
- Guardianships
- Estate/Probate administration
- Court Created Trust administration
- Oil and Gas Interests
- Farm, Ranch and Real Property management
The Private Client Group at FirstBank Southwest Southwest is available to meet your needs with an experienced staff that offers personal and local attention to your needs.
Lance E. Purcell, JD, CFP® / Senior Vice President, Senior Trust Officer – (806) 322-3488
Gregg M. White, Vice President and Trust Officer – (806) 322-7230
Lesa Noggle, Vice President and Trust Officer – (806) 434-3404
Patricia Cano, Asst Vice President and Trust Officer – (806) 434-3405
Email us at trustinfo@fbsw.com or click on the link below for more information on how we can be of service to you.
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