Our Team

Our Team

Discover the Clear Advantage of a Local Wealth Management Team

With First National 1870 Wealth Management you’ll get the clear advantage of a local relationship and a team of experts working for you, your family, and your business. We focus on local needs and have built a Santa-Fe based team that is here for you.

Trust Planning and Administration have long been specialties at First National 1870. We have local Trust Administrators who are experts and can assist you with a full range of trust services and asset management services for every stage of life.

In Santa Fe, we are also pleased to offer private banking as part of First National 1870’s private wealth management services. When you work with our private banking team, you have access to the full resources of First National 1870, including wealth management services. The private banking services you’ll access include:

  • Exceptional personalized service
  • Personal and business banking
  • Money Market Accounts, CDs, and IRAs
  • Foreign exchange and domestic and international wire transfers
  • Commercial and personal lending
  • Home mortgages

The experts on your First National 1870 Wealth Management team will include your local Wealth Advisor, Wealth Administration, and Trust Administration team members supported by the expertise and services of the organization’s Investment Analysts, Portfolio Managers, and Investment Operations team members.
We are your supporter, helping you achieve your financial ambitions. We don’t sit on the sidelines, we’re in the game with you, acting as your personal quarterback to pull the pieces of your financial puzzle together and make them work for you.

Meet your local private wealth management leaders:

 

WEALTH ADVISORS

Perry Andrews portrait

Perry C. Andrews III

Business Development Officer

Tricia Gunter

Tricia Gunter, CFP®

Wealth Management Advisor

 

 

 

WEALTH ADMINISTRATORS

Heidi Tilton portrait

Heidi Tilton

Vice President, Wealth Management Trust Administrator

Caroline Adams portrait

Caroline Adams

Wealth Management Account Administrator

 

PRIVATE BANKERS

Dolores Overton portrait

Dolores F. Overton

Market President

Rick Vaughn portrait

Rick Vaughn

SVP, Private Banking Manager