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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.

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Thank You

Wealth Management Team

Lance

Lance E. Purcell, JD, CFP

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

bobby

Bobby Martinez

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

Brad

Brad Clark

Business Development Officer
806-354-5278
[email protected]

Maggie

Maggie Adams, Esq

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

Marisol

Marisol Marquez

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

ronda

Ronda Smith

Trust Officer
806-354-5286
[email protected]

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