Offering a dynamic mix of urban and outdoor life, Phoenix, Arizona, is one of the largest cities in the nation. Located in the “Valley of the Sun,” we are proud to actively support this thriving business and philanthropic community through our tailored wealth planning and private banking services delivered by our Phoenix team.
Our local experts have been connected to the Phoenix community for years, with our associates serving on different boards, councils, and advisory groups that benefit the local community.
We have assembled a talented team of experts. Their experience in wealth planning, investment management, private banking, and trusts & estates planning provides all of the tools our Phoenix clients need to build successful financial strategies.
Our Local Leadership
As President of our Phoenix office, Chad is responsible for building and strengthening new and existing wealth, investment management, trust, and private banking client relationships for First Western Trust.
Our Local Team
Linda H. Bowers
As Wealth Advisor, Linda works with our clients to understand their financial situation and help create tailored solutions for their needs in the areas of wealth management, retirement, investment management and estate planning.
Tia Carrick Relationship Manager Associate | Phoenix As Relationship Manager with First Western Trust, Tia partners with our Phoenix Team to deliver customized investment management solutions and superior customer service to new and existing clients.
Anna Popova Client Service Manager | Phoenix As a Client Service Manager, Anna builds relationships with investment clients and creates tailored solutions to help them achieve their goals. Anna has worked in the Financial Industry for over 14 years.
Steve Radonich, vice president, portfolio manager at First Western Trust’s Phoenix location, is responsible for building and maintaining portfolios for Phoenix’s investment clients.