Phillip Wiest, AI F®, Cpfa
About Phillip Wiest, AI F®, Cpfa
Phillip Wiest is a Relationship Manager at First Western Trust, where he focuses on helping businesses develop effective retirement plan programs. He has extensive experience in the financial services industry, having held positions at JPMorgan, BOK Financial, Merrill Lynch, and GMAC-RFC.
Work at First Western Financial
Phillip Wiest has served as a Relationship Manager at First Western Trust since 2019. In this role, he is responsible for partnering with businesses to develop effective retirement plan programs. His focus is on ensuring that these programs meet fiduciary responsibilities and help employees achieve retirement readiness. Wiest holds service providers accountable for meeting their service deliverables within retirement plan programs.
Previous Experience in Financial Services
Before joining First Western Trust, Phillip Wiest held several positions in the financial services industry. He worked at BOK Financial as Vice President, Relationship Manager - Institutional Wealth from 2012 to 2019. Prior to that, he was a Client Service Manager at JPMorgan from 2007 to 2012 and at Merrill Lynch from 1999 to 2007. His career began at GMAC-RFC as a Marketing Specialist from 1996 to 1999.
Education and Expertise
Phillip Wiest earned a Bachelor of Arts (B.A.) degree in Communications / Media Theory & Research from Penn State University, where he studied from 1992 to 1996. His educational background supports his expertise in managing client relationships and developing retirement plan programs. Wiest is also recognized as an AI F® and Cpfa, indicating his qualifications in the field of financial planning.
Focus on Retirement Plan Compliance
Phillip Wiest has a vested interest in ensuring that clients' retirement plans comply with regulations and maintain reasonable costs. His work emphasizes the importance of effective retirement plan management, helping organizations meet their fiduciary responsibilities while also supporting employees in achieving retirement readiness.