FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Doug is Director of Trust Services at FNBO Wealth. He specializes in fiduciary account management, trust and investment management and cultivating long-term client relationships. With more than four decades of banking and trust experience, Doug brings deep expertise and a steady hand to even the most complex client situations, working alongside clients and their professional advisors to deliver personalized, thoughtful solutions.
CREDENTIALS
Before joining FNBO Wealth as part of the Country Club Trust Company acquisition, Doug served as Senior Vice President and Trust Administrator at Country Club Trust Company, where he worked directly with clients across a range of trust and investment management relationships.
Doug's banking career began in the early 1980s at United Missouri Bank and later Centerre Bank. He launched his trust career in 1986 when he joined Boatmen's Trust Company in Kansas City in trust operations, becoming an account officer in 1989 and building a number of high-profile client relationships. From 2006 to 2009, Doug served as Senior Market Risk Manager for U.S. Trust, part of Bank of America's Private Wealth Management division.
Doug holds the Certified Trust and Financial Advisor (CTFA) designation.
PASSIONS
Outside of work, Doug and his wife Sharri enjoy traveling across the U.S. and cherish every moment spent with their two daughters, sons-in-law, and five grandchildren, with one family based in Kansas City and one in Florida.
A proud small-town Missouri native, Doug has called the Kansas City area home since the early 1980s and remains deeply rooted in the community. He is an active member of his church, having served multiple terms on the Finance Committee and has volunteered with the Fellowship of Christian Athletes and the Community Services League. When he can sneak away, you'll likely find him on the golf course.
"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), doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO and affiliate of FNN Trust Company. Neither FNBO nor FNN Trust Company are registered investment advisers.
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.
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.