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Wealth Planning

Your Partner for Life

For nearly half a century, the First Bank Wealth Management Team has successfully served clients with investment management, trust services and financial and estate planning needs. We focus on growing, protecting, preserving and transitioning wealth. Our personal, hands-on approach will make you proud to call us a trusted partner.  

Who We Serve
We serve the needs of small and middle-market businesses along with individuals, families, foundations and nonprofit organizations.

Our Commitment 
First Bank Wealth Management strictly adheres to a fiduciary standard, the highest standard in investment management, to ensure your interests are always placed above our own.  Whatever your goals and needs, your Wealth Management Advisor stays with you every step of the way.  

The Wealth Building Blocks – Getting Your Financial House in Order
We categorize the major areas of wealth planning.  With knowledge and expertise in each of these areas we ensure that we address all financial areas which can affect you and your family’s financial well-being. This comprehensive review launches your blueprint helping us to chart the right course for you.

Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!


Missouri/Illinois
Gene Todd
800-452-1414
Contact Gene

California
Bill Dolan 
949-475-6304
Contact Bill

Other States
Gene Todd
800-452-1414
Contact Us

Existing Account Support
Michelle Rogers
800-452-1414
Contact Account Support