New Mexico Bank & Trust offers a full range of wealth management solutions to meet the needs of individuals, families, businesses, and organizations. Our local wealth management team is backed by the strength of our Wealth Advisory Services organization. Together, we offer a wide range of skills, experience, and knowledge all focused on helping clients reach their long-term financial goals.
Your dedicated wealth management team provides services in the following areas: Investment ManagementPersonal Trust AdministrationConservatorship and Special Needs Trust AdministrationCharitable and Philanthropic Trust Administration Probate Management and Estate Settlement AdministrationIndividual Retirement Account (IRA) Trust Administration Retirement Plan Services including Defined Benefit and 401(k) Plans
SVP, Senior Wealth Advisor
VP, Wealth Advisory Services
VP, Portfolio Manager
VP, Heartland Retirement Plan Services
PRODUCTS OFFERED THROUGH WEALTH ADVISORY SERVICES ARE NOT FDIC INSURED,
ARE NOT BANK GUARANTEED AND MAY LOSE VALUE
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