Boutique Wealth Management Firm & Private Bank in Scottsdale, Arizona
Located in the Valley of the Sun, our Scottsdale, Arizona, office prides itself on being actively involved, connected, and committed to the local Arizona business and philanthropic community by delivering superior service and financial expertise in investment management, private banking, and wealth management in Scottsdale.
As a client of First Western Trust, you enjoy a wide range of services from a team that has a strong presence in this region. We cultivate close working relationships with our clients and dedicate ourselves to providing a holistic approach to wealth management. Whatever your banking needs are First Western’s bank in Scottsdale has the experience and knowledge to work with you.
Our Scottsdale team is led by Regional President, Dan Thompson, and Scottsdale President, Trish Stark. Under Dan’s and Trish’s leadership, the Scottsdale team brings together an experienced group of financial professionals who understand the Scottsdale community and are committed to making a difference in the lives of our clients.
Wealth Management in Scottsdale
Supported by the knowledge of our associates, who are well-respected experts in the areas of wealth planning, investment management, private banking, and trust services, you have access to a unique combination of institutional-quality investment management and a wide range of personal financial services.
Our goal is to provide a holistic approach to wealth management in Scottsdale and deliver superior financial advice to our local community. We understand that you have many goals for your family, career, experiences, and legacy. Through our ConnectView approach, we tailor a full suite of financial tools to help you reach your objectives.
Private Banking & Mortgages in Scottsdale
Our private banking platform and mortgage offerings are important parts of our wealth management services. While many companies treat banking and mortgages as transactions, we understand that these are critical parts of your financial world. Our team gets to know you personally and ensures that your private banking and mortgage services are integrated with your entire wealth plan. We also know that, to build a successful mortgage in Scottsdale, you need to have strong knowledge of the local market and be able to adapt to our community’s unique needs. That is one reason why our local teams are so engrained in the community. Through our localized knowledge, expertise, and commitment to delivering holistic wealth planning solutions, First Western Trust was built to be the best private bank in Scottsdale and the western United States.
Our Local Leadership
Daniel C. Thompson, CFP®
As Regional President of Arizona, Dan is responsible for the overall direction and strategy of the Arizona team and is involved with all aspects of client relationship management.
As President, Trish leads private banking and wealth management in Scottsdale and is responsible for building and strengthening wealth, investment management, trust, and banking relationships.
Our Local Team
As Vice President, Client Strategist, Jenn specializes in developing and strengthening relationships with existing and new clients. She joined First Western in early 2007 and brings 15 years of banking experience to the team.
Andrew Roodveldt is responsible for the day to day oversight and management of the investment portfolio of the Scottsdale office of First Western, and handles the service needs of investment management clients.
Derren is responsible for providing relationship management for high net worth clients focusing on lending and banking in the Scottsdale, Arizona office. Previously, he was vice president at J.P. Morgan, Private Wealth Management.
Jenifer Warnhoff is a relationship manager in our Scottsdale, Arizona office, where she builds relationships with investment clients and creates tailored solutions to help them achieve their goals.