Our branches will be closed on Monday, May 27 in observance of Memorial Day. 

Geri Harris

Geri is a Portfolio Manager at First National Bank Wealth Management. Her primary responsibilities include managing the Multi-Cap Equity Strategy.

Credentials

Geri joined First National Bank in 2008. Her interest in the stock market spans 20+ years. She has investment experience encompassing the entire domestic style and size spectrum. Before joining First National Bank, Geri was a Senior Equity Analyst with Principal Global Investors.

Geri earned her MBA from the University of Iowa and holds the Chartered Financial Analyst® designation. She is an active member of the CFA Institute and the CFA Society of Colorado.

Passions

Geri is an enthusiastic sports fan and enjoys both watching and participating in athletics. Her favorite team is the Chicago Cubs and she enjoys attending a summer game at Wrigley Field. Geri also enjoys outdoor activities like biking, hiking, and golfing in the beautiful state of Colorado.

Technology is another interest of hers. She’s intrigued by discovering the latest developments in applications and products. It motivates her to continually find new ways to use technology to enhance her personal and work life.

Geri stays active in the community by supporting out-reach programs through the Catholic Church and Catholic Charities.

"I am honored when clients choose First National Bank to manage their equity portfolio. I take this responsibility very seriously and stay motivated to help clients reach their financial goals."

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“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


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