Our financial advisors work with you to preserve, protect, and grow your wealth. Build your financial future with wealth management services at FirstBank Southwest.
We know you have specific financial objectives in mind – like saving for retirement, opening a new business, or planning for college. Our investment services are here to turn your goals into reality. At FirstBank Southwest, we’re committed to preserving, protecting, and growing your wealth. We build relationships and put your needs first. Our collaborative approach helps to determine the best asset allocation for your risk and return expectations.
Individual Investment Accounts:
- Business and Non-Profit Investment Accounts
- Traditional and Roth IRA Accounts
- Rollovers from 401(k) to IRA Accounts
Investment offerings Include:
- Corporate and Municipal Bonds
- Direct Managed Accounts
- Cash Equivalents (U.S. Treasuries, Money Market Funds, etc.)
- Asset Allocation Models
Our approach balances risk and return to offer both performance and peace of mind, plus we’re not paid based on commission – so we’re always working hard on your behalf.
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.
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Wealth Management Team
Lance E. Purcell, JD, CFP
Senior Trust Officer
Executive Vice President
Business Development Officer
Maggie Adams, Esq
Retirement Plan Officer
Assistant Vice President