Tony Essay, JD, CTFA™, CExP™
Tony Essay, JD, CTFA™, CExP™
Tony is a Private Client Advisor at FNBO Wealth Management. He has over ten years of experience in the financial services industry and specializes in meeting the needs of high net worth individuals, families, professionals, executives and closely-held business owners. Tony manages complex wealth management relationships by taking time to understand what his clients want to accomplish, and serving as a trusted resource to help them achieve their goals.
Credentials
Tony earned his Juris Doctor degree from the University of Nebraska College of Law with a concentrated study in Business Planning, Estate Planning and Taxation. He holds the Certified Exit Planner designation from the Business Enterprise Institute as well as the Certified Trust and Fiduciary Advisor™ designation through the Cannon Financial Institute™.
Passions
When not helping clients, Tony can be found on the golf course, in the duck blind or trying to keep up with he and his wife’s two children. He takes pride in staying active in the community and serves as a member of the Omaha Estate Planning Council, Omaha Bar Association, Nebraska State Bar Association and American Bar Association. Tony also serves on the Chadron State College Foundation Board of Trustees, and previously served on the Board of Directors of the Lincoln Children’s Museum and the Lincoln Estate Planning Council.
One day Tony would like to take a waterfowl hunting trip to the Prairie Pothole Region in Canada, or a return trip to Mexico for a bass fishing adventure.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE |
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.