Melissa Montgomery Fitzsimmons
About Melissa Montgomery Fitzsimmons
Melissa Montgomery Fitzsimmons serves as the Director of Wealth Planning at First Western Trust Bank, a position she has held since 2009. She studied at Washington University in St. Louis and the University of Colorado School of Law, focusing on estate planning, financial planning, and international business.
Work at First Western Trust Bank
Melissa Montgomery Fitzsimmons serves as the Director of Wealth Planning at First Western Trust Bank. She has held this position since 2009, contributing to the bank's wealth management services for over 15 years. In her role, she focuses on providing comprehensive financial planning and estate planning solutions to clients, ensuring their financial goals are met through tailored strategies.
Education and Expertise
Melissa studied at Washington University in St. Louis and the University of Colorado School of Law. She specialized in Estate Planning, Wills and Trusts, and Financial Planning. She holds a Juris Doctorate and has achieved expertise in International Business, which enhances her ability to navigate complex financial and legal landscapes.
Background
Melissa Montgomery Fitzsimmons has a strong educational background that supports her role in wealth planning. Her studies in law and financial planning provide her with a solid foundation to advise clients on various financial matters. Her experience at First Western Trust Bank has equipped her with practical knowledge in wealth management.
Professional Experience
With over 15 years of experience in wealth planning at First Western Trust Bank, Melissa has developed a deep understanding of client needs in financial management. Her role involves creating personalized financial strategies that align with clients' objectives, leveraging her legal and financial education to provide informed guidance.