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Trust Services

FirstBank Southwest can act as your trustee or agent, holding title to designated assets and managing them for the benefit of you or your beneficiaries. Our trust services make sure your assets are professionally managed and meet your estate planning needs.

We help you determine your financial objectives and estate-planning needs, while taking into consideration the types of assets involved and tax implications. Our team manages a variety of assets including securities, real estate, farm and ranch properties, oil and gas interests, and wind energy interests.

Our services include:

  • Personal Trusts (revocable and irrevocable)
  • Estate/Probate Administration
  • Charitable Foundations and Endowments
  • Court Appointed Trusts
  • Oil and Gas Management
  • Farm, Ranch and Real Property Management
  • Wind Energy Interests
  • Guardianships

FirstBank Southwest is available to serve you with an experienced staff that offers personal attention to your needs.

 

Call us at 806.322.7241 to learn more.

Trust Services and Wealth Management Investments are not FDIC insured, are not a deposit or obligation of FirstBank Southwest, are not guaranteed by the depository institution and may lose value.

Wealth Management Team

Bobby Martinez

Bobby Martinez

Director of Wealth Management & Trust
Senior Vice President
806-322-7240
[email protected]

todd-wetsel

Todd Wetsel

Investment Officer
Senior Vice President
806.354.5229
[email protected]

terri-wright

Terri Wright

Senior Trust Administrator
Vice President
806.354.5226
[email protected]

Marisol-2021

Marisol Marquez

Retirement Plan Officer
Vice President
806-356-5335
[email protected]

buffy

Buffy Haden

Trust Operations Manager
806-322-0851
[email protected]

natasha

Natasha Love

Trust Administrator
806-322-0743
[email protected]

rachael

Rachael Miner

Trust Administrator
806-322-7247
[email protected]

gena

Gena Smith

Trust Administrator
806-322-0723
[email protected]

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