Family Office
Southwestern community bank opens wealth office
First National Bank of Santa Fe supports integrated
private-client offering. Late last week First National Bank of
Santa Fe opened its first dedicated wealth-management office in
-- where else? -- Santa Fe, N.M.
Officers
The bank's new wealth-management division -- created to provide
investment-management, personal-trust, insurance, deposit and
lending services to high-net-worth customers -- is run by
executive v.p. Stephen Stork, who is also a managing director of
First National Bank of Santa Fe and the bank's chief
administrative officer.
Other staff members include senior investment officer Kristina
Alley, First Santa Fe Wealth Advisors' managing director Trent
Dimas, relationship-banking account manager Marc Tupler and
private-banking account manager Noel Valencia.
First National Bank of Santa Fe has 10 branches in Santa Fe, Los
Alamos and Albuquerque. First Santa Fe Wealth Advisors has
another standalone office in Santa Fe and another in
Morristown, N.J. -FWR
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