FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Jill Wilson, CTFA
Jill is a Trust Administrator for the Trust Services group at FNBO Wealth. She is responsible for the administration of revocable and irrevocable trusts, estates, agencies, IRAs and investment management accounts. She serves as a guide for clients throughout the administrative process.
Jill specializes in managing trusts and providing guidance on investment management, tax planning, and estate planning. She spearheads a variety of projects like supporting new business initiatives and regulatory requirements and the development of new products, services and systems. She uses her strong business sense and judgement to identify potential risk areas.
Credentials
Jill joined FNBO in 2006 and has worked in the financial services industry since 2002. Prior to working in Trust Services, Jill served on the First Investments & Planning team holding Series 7 and 66 licenses.
Jill earned her Bachelor of Science in Business Administration degree with an emphasis in Finance from Colorado State University. She also completed courses through Cannon Financial Institute and holds a Certified Trust & Fiduciary Advisor (CTFA) certification.
Passions
Jill was born and raised in Fort Collins and is delighted to be near family, friends and raise her own children in the city she loves dearly.
Jill loves giving back to her community through a variety of opportunities with FNBO. Giving back inspires her to do more. One day, she hopes to travel to see the Northern Lights and visit South America for a snowboarding trip in Chile.
"To pursue lifelong learning and inspire others to do the same."
“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.