Scottsdale, Ariz – June 17, 2015 – First Western Trust is pleased to announce a new addition to its Scottsdale team. As Private Banker, Nicole Toplakk partners with new and existing clients to understand their banking needs and create tailored solutions to achieve their goals.
Prior to joining First Western, Nicole was a private banking assistant at JP Morgan Chase where she cultivated client relationships and assisted with their banking needs. Prior to her experience as private banking assistant, Nicole was a personal banker at JP Morgan Chase.
“First Western takes pride in our ability to develop relationships with our clients to help them simplify their complex financial pictures,” said Trish Stark, president of First Western Trust’s Scottsdale office. “Nicole’s addition to our team will expand our capabilities to foster these important relationships and help our clients achieve their banking goals.”
About First Western Trust
First Western Trust’s mission is to be the best private bank for the Western wealth management client. The integrated wealth management firm delivers a complete package of goals-oriented wealth advisory services to clients that have a uniquely Western spirit from its 10 offices in Colorado, Arizona, California, and Wyoming.
Through its proprietary ConnectView service model, First Western delivers tailored solutions, spanning wealth planning, private banking, investment management, trusts and estates, insurance, philanthropic advisory, and retirement services to help meet its clients’ interconnected, and often complex, personal, business, mortgage and philanthropic needs.