Teams at Fnbo

Advise affluent clients on investment management, fiduciary advice, financial and succession planning; grow business through prospecting and referral networks; collaborate with internal specialists to deliver comprehensive solutions.

The Fraud and Non-Fraud Investigations Specialist communicates with customers regarding billing disputes and fraud, conducts investigations, and manages accounts to ensure accuracy and compliance with regulations.

The Sr. Associate, Investments and Planning advises affluent clients on investments, assesses their financial situations, and develops business networks.