Southwestern community bank opens wealth office

FWR Staff

19 May 2008

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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