Private Wealth

We focus on what is important to you; your objectives, risk tolerance and goals. We are responsive and constantly alert to new ways to deliver value. We make every effort to meet our clients' needs. We spend quality time identifying and evaluating what our clients really want most. Our customers receive results, benefits, outcomes, advantages, protection and improvement.

Discover how easy it is to do business with us. Let us answer your questions and help you develop and implement a strategy that will allow you to accomplish meaningful things for yourself, your family — even your community or a favorite charitable organization.

Private Banking

An account plan designed around your current and future needs

  • Exclusive financial services for higher net work clients
  • Dedicated relationship managers
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Financial Planning*

Our advisors are there for your complete understanding of your requirements

  • Committed to your economic success
  • Background and contact information
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Meeting Our Staff

The overall preparation of your financial plan is critical to your success. See how we can be an integral part

  • Trusted advisors for your monetary planning
  • Dedicated to creating, growing, protecting and preserving wealth
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Products & Services

Discover the full portfolio of solutions available from First American Bank Private Wealth Management

  • Trust and fiduciary
  • Investment and retirement*
  • Annuities
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Our Quarterly Market Summaries to advise and assist with your understanding of the financial markets

  • Stock market analysis
  • Regulatory changes and their impact
  • Dedicated investment strategist observations
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Fiduciary Services

First American Bank Private Wealth Management has the size, experience, and ability to meet your trust and estate settlement needs.

  • Trust services
  • Estates
  • Charitable and planned giving
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Business Retirement Plans

Services to guide you to and your employees in providing business retirement services

  • 401(k), profit sharing, aged weighted and employee stock ownership plans
  • Multiple plan sponsors
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*Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and First American Bank are not affiliated. Additional products and services may be available through First American Bank that are not offered through AIC. Securities products are limited to residents of Iowa and Florida. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from First American Bank will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Not FDIC insured, no bank guarantee, may lose value.