Fran Oliver, CPA, CTFA
As a Director of Trust Services at FNBO Wealth, Fran's clients depend upon her to handle critical trust and estate planning matters with sensitivity and care. She strives to support families with non-biased and professional administration for all of their estate needs.
Credentials
Fran began her career at FNBO in 1994 as a Trust Officer and served as a subject matter expert for all trust related needs.
Passions
The most memorable moment of Fran’s life was the day she became a grandmother. Her passion for family is evident in all that she does and particularly in the pride she holds for her daughter and son-in-law.
Her dedication to others, however, doesn’t stop with those she holds closest. She is committed to keeping families together and regularly lends her free hours to the Northern Colorado Trust and Estate Planning, learning how to better serve the estate needs of Colorado residents.
Fran is inspired by a strong sense of curiosity and taking on challenges that others consider difficult or impossible. Perhaps that’s why she intends to one day spend the summer hiking and camping across the entire southwestern United States.
“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.