FirstBank & Trust

 

Wealth Management

FB&T Wealth Management

At FB&T Wealth Management we are dedicated to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide access to high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better, your family, your business, your financial goals and your investment needs.

Through the affiliation of our financial consultant(s) with LPL Financial Services, our clients have access to a wide array of financial and wealth management choices, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and an FINRA member firm.

To view your brokerage account online, click here >>

To learn more about these and other investment programs, contact your local FB&T Wealth Management branch or our financial consultant Mitch Watson at (806) 788-2807.

Products & Services

  • Stocks & Bonds
  • Tax Advantaged Investments
  • Mutual Funds
  • Annuities
  • Insurance Products
  • Individual Retirement Accounts
  • Business Retirement Plans
  • Retirement Planning
  • Education Planning & 529 Plans
  • Professional Asset Management
  • Financial Planning
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. FirstBank & Trust and FB&T Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.
Not FDIC insured May lose value No Bank guarantee Not a Deposit

Not guaranteed by any Government Agency.
LPL and FB&T Wealth Management are non-affiliated entities.

State Disclosure - The LPL Financial representative associated with this website may discuss and/or transact securities business with residents of the following states: Alabama, California, Colorado, Florida, Kansas, Missouri, New Mexico, Oklahoma, and Texas. 

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