A private wealth experience.
Private Wealth Reserve is a team-led group for ultra-high net worth clients, your proactive advocate helping protect your wealth for generations to come. It’s even illustrated in our logo’s shield and six laurel leaves, symbolizing strength, protection and our story of six generations of family leadership at FNBO.
You deserve the best.
At Private Wealth Reserve, you'll find an elite level of service, and ongoing conversation and a proactive, diligent structure around your portfolio. We operate with a long term view, a priority on relationships, and a robust wealth management experience you'll be proud to have on your side.
Experience and expertise united behind your financial well-being.
Working with any of our private wealth advisors means you're working with our entire team. We leverage our collective experience and expertise to help ensure you receive the well-rounded guidance and knowledge that has been proven time and again to serve our clients best.
Stacy Auman, CFA
Private Wealth Advisor
14010 FNB Pkwy, Suite 200
Omaha, NE 68154
Tony Essay, JD, CTFA
Private Wealth Advisor
14010 FNB Pkwy, Suite 200
Omaha, NE 68154
Charles Grant, CFA, CWS®
Private Wealth Advisor
205 West Oak St, 4th FL
Fort Collins, CO 80521
Todd Silliman, CTFA
Private Wealth Advisor
205 West Oak St, 4th FL
Fort Collins, CO 80521
Michelle Smithberg, CFP®, CWS®
Private Wealth Advisor
14010 FNB Pkwy, Suite 200
Omaha, NE 68154
Craig Sall, CFA
Senior Managing Director
Wealth Management
14010 FNB Pkwy, Suite 200
Omaha, NE 68154
Laura O'Connor
Director
Wealth Management
14010 FNB Pkwy, Suite 200
Omaha, NE 68154
A personal approach.
We offer holistic service, support and guidance to help meet your goals and protect your legacy.
Managing wealth demands skill, an eye toward the future, and vigilance in today's global economy. We work with you, your attorneys and accountants to help ensure that your wealth endures.
Dynamic thinking.
Preserving your wealth for your family is vital and requires a customized approach curated to your needs.
We know that best-fit investment ideas come from collaborating and genuinely getting to know you. As advocates of your portfolio, we work closely with you so we can develop hand-selected financial strategies.
Guidance for every stage.
Ours is a singular, tried and true process designed to help uncover your wishes, wants and needs and create a comprehensive plan to help make it a reality. No detail is overlooked through discovery, strategy, execution, and beyond.
A complex financial life requires a structured plan for success.
Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.
“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 Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO.
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.
*Trust services are provided by First National Bank of Omaha.
*Lending products and related services are provided by First National Bank of Omaha. Member FDIC
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.
Let's connect and uncover the possibilities.
Copyright 2025 Private Wealth Reserve. All Rights Reserved. 14010 FNB Parkway, Suite #200, Omaha, Nebraska 68154
© 2025 First National Bank of Omaha (FNBO). All Rights Reserved. 1620 Dodge Street, Omaha Nebraska, 68197
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.
NMLS 412727
Only deposit products are FDIC insured.
Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
