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 Management
  • Personal Trust Administration
  • Conservatorship and Special Needs Trust Administration
  • Charitable and Philanthropic Trust Administration
  • Probate Management and Estate Settlement Administration
  • Individual Retirement Account (IRA) Trust Administration
  • Retirement Plan Services including Defined Benefit and 401(k) Plans
  •  

    Loral Butler, CTFA 
    SVP, Senior Wealth Advisor 
    (505) 830-8206 
     

    Camilla Serrano, CFTA  
    VP, Wealth Advisory Services 
    (505) 830-8145 


    Paul Dickson 
    VP, Portfolio Manager 
    (505) 830-8146 
     

    Irene Trujillo 
    Wealth Advisor 
    (505) 830-8104 
     


    Peggy A. McDonald, CTFA  
    Wealth Advisor 
    (505) 830-8106 
     
     

    Eric Foy 
    VP, Heartland Retirement Plan Services 
    (505) 830-8143 

    PRODUCTS OFFERED THROUGH WEALTH ADVISORY SERVICES ARE NOT FDIC INSURED, 
    ARE NOT BANK GUARANTEED AND MAY LOSE VALUE 
    FDIC
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