Brooke Smithberg is a Director with the Wealth Management group’s Personal Trust team at First National Bank and handles the administration of trusts, estates, conservatorships, agencies and investment management accounts. Brooke's clients include high net worth individuals requiring investment and trust services.
Brooke began her career with First National Bank as a member of the Executive Development Program, which included comprehensive training in commercial lending, investment banking, retail banking, credit card, wealth management, finance and treasury services. She has also served as Director in Corporate Compliance and as the Human Resources Business Partner providing FNNI and HR legal subject matter expertise to divisional leadership to align HR initiatives with key business drivers.
She holds a Bachelor of Science in Business Administration from Creighton University and went on to earn her Juris Doctor in business, taxation and commercial transactions concentration from Creighton University School of Law.
Brooke has her Nebraska State Bar License, Emergenetics associate license, and holds Six Sigma Yellow and Green Belt certifications. She is a member of the Nebraska State Bar Association, Omaha Bar Association, American Bar Association, and Nebraska Women’s Bar Association.
Brooke is constantly moving, whether chasing her three kids around or traveling to Colorado to ski in the mountains. She loves providing experiences for her children and can often be found in the kitchen whipping up a batch of cupcakes or cookies with her daughters. Brooke enjoys giving back to the community and currently serves on Marian High School's Board of Advancement and March of Dime's Guild Board.
“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.