First Western Trust Adds Wealth Planner to Cherry Creek Team
April 26, 2016
Denver, Colo – April 24, 2016 – First Western Trust is pleased to announce that Kristin A. Farrell, CFP® has joined the Cherry Creek team. In this role, Kristin will be responsible for working with our clients to build a disciplined, measurable financial plan. Her goal is to create and help implement a well-thought-out, strategic, and purposeful plan that meets our clients’ individual, family, and business objectives. Kristin is able to call upon the First Western Trust subject matter experts to assist in addressing a variety of wealth management solutions.
Kristin brings 25 years of experience in the financial services industry. Prior to joining First Western Trust, Kristin served in several roles at Fidelity Investments over the course of 14 years. Most recently, she worked in their Fixed Income Capital Markets group as vice president and acted as investment consultant to the firm’s retail clients.
“Kristin is a wonderful addition to our Cherry Creek team,” said Lou Clinton, president of First Western Trust’s Cherry Creek office. “Kristin understands the importance of considering her clients’ complete financial picture. She is a great asset to our team and will contribute greatly to the expertise in our office.”
About First Western Trust
First Western Trust’s mission is to be the best private bank for the Western wealth management client. The integrated wealth management firm delivers a complete package of goals-oriented wealth advisory services to clients that have a uniquely Western spirit from its 14 offices in Colorado, Arizona, California, and Wyoming.
Through its proprietary ConnectView service model, First Western delivers tailored solutions, spanning personal, business, mortgage and philanthropic needs.