Meet the Team

Put our experienced advisors to work for you.
  • Find a trusted team member near you
  • Develop a tailored plan to meet your financial goals
  • Expect an ongoing partnership coupled with the latest technology

Our wealth management team listens to you and your goals.

With First Bank Wealth Management, you’ll sleep better knowing you are working with a trusted, long-term partner that’s committed to your success. Find a seasoned professional that’s ready to keep your personal goals in mind and put your interests first.

First Bank Wealth Management’s team of highly-trained wealth management advisors are ready to put their comprehensive skills to work for you. Trust that our wealth management advisors offer fiduciary financial and investment management advice, that’s backed by proven academic research, to help you achieve your long-term goals.

George Nicola

Senior Vice President - Chief Investment Officer

California

949-475-6304

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Carla Jackson

Senior Vice President - Senior Portfolio Manager

Midwest

314-889-1047

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Brian Lescar

Vice President - Portfolio Manager

St. Louis

(314) 592-2504

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Jason Mattingly

Portfolio Manager Associate

St. Louis

(573) 768-5513

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Our First Bank Wealth Management Brokerage Team is here to help put your hard-earned money to work for you. Prepare for the future with solid, long-term financial guidance and investments.

Dan Sutton

Financial Advisor
St. Louis
314-592-2706
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Tim Laramie

Financial Advisor
St. Louis
636-689-9989
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Greg Gobble

Financial Advisor
St. Louis
314-995-8752
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Jerry Ayvazyan

Senior Financial Advisor
Los Angeles
310-887-0120
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Fermin Mesina

Senior Financial Advisor
San Diego and Riverside
619-476-3255
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Melinda Swartzbaugh

Senior Financial Advisor
Orange County
949-475-6310
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Graham Wright

Financial Advisor
Northern California
925-287-2330
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David Soh

Financial Advisor
Los Angeles
626-407-0282
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Roger Weismiller

Financial Advisor
St. Louis
(314) 995-8704
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Cynthia Rich
Financial Advisor
Long Beach, CA
562-512-9884
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Your employees are a vital component of your organization and deserve a secure retirement plan that’s designed to help them reach their goals. Our Employee Benefits Team provides and oversees stable wealth building solutions to help your employees prepare for what’s next.

Sheila Hester

Director, Employee Benefits and Trust Administration

314-889-1079

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Amy Avelar

Vice President, Senior Trust Officer

949-476-3255

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Jeff Clark

Senior Vice President, Trust Officer

314-889-1033

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Jill Bastian

Vice President, Wealth Associate

618-641-2114

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Amy Nealy

Vice President, Employee Benefit Trust Officer

314-889-1094

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First Bank Wealth Management’s Family Wealth Advisors holistically serve you as well as your wealth portfolio throughout all aspects of your financial journey. This vital team of experienced professionals will direct the ongoing, stellar service you will receive as well as deliver sound wealth advice to you.

Charles Claver

Senior Vice President, Family Wealth Advisor

310-887-0100

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Trish Turner

Senior Vice President, Family Wealth Advisor

636-561-2401

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Brian Mann

Vice President, Family Wealth Advisor

(805) 563-6453

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Chad Miles

Vice President, Family Wealth Advisor

(925) 287-2383

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Matt Belfanti

Vice President, Family Wealth Advisor

(949) 691-1808

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Jeff Bone

Vice President, Family Wealth Planning Advisor

(314) 579-1643

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Andrew Rzonca

Vice President, Family Wealth Advisor

(314) 579-1648

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Steve Willick
Manager, Ascend Concierge Banking

314-270-0350

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