Raymond James Financial Institutions Division welcomes $107 million Colorado advisor team with FNBO
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) welcomed financial advisors Jens Fonnesbeck, CFP®, and Christopher Doll in Boulder, Colorado, to First Investments & Planning, the wealth management team of First National Bank of Omaha (FNBO) and current FID-affiliated branch, according to Tim Killgoar, senior vice president and FID national director. Through this new alignment, the advisors will offer clients financial planning and wealth management services through Raymond James Financial Services, Inc.
The advisors previously managed $107 million in client assets at U.S. Bancorp. They join financial advisor Katherine Stinson and client relationship associate Gina Hostetler in FNBO’s Boulder branch.
“We share Raymond James’ core pillars within our practice, focusing diligently on our clients and their full spectrum of needs each day. We advise clients with honesty and integrity, building life-long relationships that we continuously nurture,” said Doll. “Our practice has always been centered on planning, which requires communication with our clients to understand their short- and long-term goals to ensure our recommendations align with what is most important to them. The transition to Raymond James provides us with a deep bench of tools, research, services, and strategies on an open-architecture platform to help further deliver a comprehensive experience focused on successful client outcomes.”
Fonnesbeck’s career in financial services spans over 14 years and numerous roles, most recently as a vice president, wealth management at U.S. Bancorp Investments. His previous roles include serving as a financial consultant at Fidelity Investments and private client associate at Bernstein Global Wealth Management. Fonnesbeck holds the CERTIFIED FINANCIAL PLANNERTM designation and a Bachelor of Science in economics from the University of Utah - Salt Lake City.
Doll also brings over a decade of experience in the industry, beginning his career in the banking industry in 2011. He served as an assistant vice president and private banking relationship manager at U.S. Bancorp Investments after previous roles as a senior licensed banker at BBVA Compass, a select licensed relationship manager at KeyBank and Key Investment Services, and a private client banker at JPMorgan Chase. Doll earned his Bachelor of Science in finance from Montana State University - Billings.
First Investments & Planning is a division of FNBO. Its financial associates are affiliated with Raymond James Financial Services, Inc. to provide advice and services to businesses and individuals with significant investment needs. Its advisors have access to the full suite of investment products offered by Raymond James and serve clients from registered branch locations across FNBO’s footprint, including Colorado, Illinois, Iowa, Kansas, Nebraska and South Dakota.
About the Financial Institutions Division
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.17 trillion as of Dec. 31, 2022. Additional information is available at raymondjames.com.
About FNBO
First National Bank of Omaha (FNBO) is a subsidiary of First National of Nebraska, Inc. (FNNI). FNNI and its affiliates have nearly $30 billion in assets and 5,000 employee associates. Primary banking offices are located in Nebraska, Colorado, Illinois, Iowa, Kansas, South Dakota, Texas and Wyoming. Founded in 1857, FNBO has maintained its commitment to helping build strong communities for more than 165 years. Learn more at FNBO.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. First National Bank of Omaha and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP®(with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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