BELVIDERE, Ill. April 4, 2022 – First National Bank of Omaha’s (FNBO) First Investments & Planning (FIP) group announced today that it has acquired Compass Wealth, an independent Raymond James advisor practice in Belvidere, Ill, previously owned by Sue Appleby, CFP®, Financial Advisor.
Appleby and Pamela Barr, Client Services Manager at Compass Wealth, joined First Investments & Planning on April 1. Appleby plans to retire next year and, until then, will focus on transitioning customers to FIP. She has more than 30 years of investment advisory experience, including working as a financial advisor for Resource Investments and in leadership roles at Edward Jones.
“We are thrilled to welcome Sue Appleby to First Investments & Planning and look forward to continuing to grow the successful business she established,” said Jennifer Benson, Vice President, Financial Advisory Services. “With both practices affiliated with Raymond James Financial Services, Compass Wealth customers can expect a seamless transition to FIP and the same outstanding level of service.”
FNBO Wealth’s First Investments & Planning (FIP) group provides planning, investing and insurance services to individuals. As of March 15, 2022, First Investments & Planning has $1.6B in assets under management and provides planning and investing services across the FNBO enterprise with financial advisors in 63 registered branch locations. First Investments & Planning has three regional sales managers, 35 financial advisors and 20 support staff.
First National Bank of Omaha is a subsidiary of First National of Nebraska. First National of Nebraska and its affiliates have more than $26 billion in assets and nearly 5,000 employee associates. Primary banking offices are located in Nebraska, Colorado, Illinois, Iowa, Kansas, South Dakota, Texas and Wyoming. Learn more at fnbo.com and connect with us on Facebook, Twitter and Instagram.
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