First Western Trust Adds Wealth Management Expertise to Phoenix Team
Phoenix, Ariz – May 14, 2014 – First Western Trust is pleased to announce a new addition to its Phoenix team. As Wealth Planner, Linda H. Bowers will work with clients to understand their financial situation and create customized solutions for their needs in the areas of wealth management, retirement, investment management, and estate planning.
Linda brings more than 20 years of experience to First Western. She was previously a senior estate settlement officer at Bank of America, where she oversaw estate settlement services for Arizona, Nevada and portions of Southern California. She also supported trust and charitable clients for Bank of America, networked extensively with professional advisors in the estate planning community and provided input on Arizona trust legislation.
Prior to joining Bank of America, Linda was an attorney at a general civil law practice having an emphasis in family law, estate planning law, business and corporate law and real estate law. Linda earned her Bachelor of Arts degree in Theology from Oral Roberts University. She also obtained her Juris Doctorate from Regent University School of Law and her Accredited Estate Planner designation from the National Association of Estate Planners and Councils.
“We are very excited to have Linda join our team,” said Victor Alonzo, president of First Western Trust’s Phoenix office. “Linda’s ability to build strong relationships with her clients and help connect the pieces of their financial puzzle will further strengthen our ability to provide integrated wealth management solutions tailored to our clients’ needs.”
About First Western Trust
First Western Trust is uniquely positioned as the best private bank for the Western wealth management client by providing tailored solutions in the areas of wealth planning, private banking, investment management, and trusts and estates to meet client’s complex financial needs. With further specialties in retirement services, insurance, philanthropic services, and business banking, First Western delivers direct access to subject matter experts and sophisticated services through local, team-based relationships. First Western’s services are integrated through ConnectView, a proprietary approach that considers a client’s entire financial picture in designing integrated solutions to reach short- and long-term goals. Built specifically for clients based in the West, the firm has offices in Arizona, California, Colorado, and Wyoming.