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Wealth

Why You Should Start Investing Now

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Wealth

How To Start Saving For Retirement

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Investment Services

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
  • Equities
  • 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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Thank You

Wealth Management Team

Lance E. Purcell, JD, CFP

Lance E. Purcell, JD, CFP

Senior Trust Officer
Executive Vice President
806-322-3488
[email protected]

Bobby Martinez

Bobby Martinez

Senior Vice President
Portfolio Manager
806-322-7240
[email protected]

Maggie Adams, Esq

Maggie Adams, Esq

Trust Officer
Vice President
806-322-3500
[email protected]

Marisol-2021

Marisol Marquez

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

Ronda Smith

Ronda Smith

Trust Officer
806-354-5286
[email protected]

Laura West

Laura B. West

Trust Officer
806-434-3404
[email protected]

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