Bryan Robertson, CPA, JD
As a Trust Services Director, Bryan works as part of a team to deliver a wide range of complex estate and trust planning and administrative services. Bryan recognizes the importance of delivering those services in a technically sound and evenhanded manner while understanding the role that client relationship management plays in a successful trust advisory practice. He enjoys helping customers envision and realize the benefits of customized and comprehensive wealth management.
Credentials
Bryan is actively licensed in Nebraska as an attorney and Certified Public Accountant (CPA). He received his law degree from the Nebraska College of Law and his master’s and bachelor’s of accounting degrees from the University of Nebraska – Lincoln.
Bryan is an adjunct professor of accounting at Nebraska Wesleyan University. He’s taught an Income Tax course every fall semester and a Corporate Income Tax course every spring semester since 2014.
Passions
Bryan is actively involved in the community. That service includes a current role as president-elect of the Lincoln United Way board of directors and numerous leadership roles on the boards of CHAD, Juvenile Diabetes, the Nebraska Society of CPAs, the American Red Cross, NET, the United Way Foundation, and Junior Achievement.
Bryan is a long-time member of the planning committees for the Gradwohl Estate and Business Planning and NSCPA Fall Conference programs. He’s presented at the Great Plains Federal Tax Institute and the Gradwohl conferences and written a number of published articles including recent pieces on split interest trusts and burdens of proof for Nebraska marital dissolution purposes.
Bryan and his wife Doris have two sons (one a civil engineer at HDR and one an electrical engineer at Olsson). He enjoys playing golf, singing tenor in the choir, hunting waterfowl in western Nebraska, and spending time with his family.
“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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