Stacy Auman
Stacy is a Private Wealth Advisor with Private Wealth Reserve, a subsidiary of FNBO. For more than 25 years at FNBO, Stacy has specialized in managing the complex financial needs of affluent individuals and families, providing tailored investment strategies and delivering exceptional client service
Prior to serving as a Private Wealth Advisor, Stacy served as Director of the Investment Management team, overseeing the Client Portfolio Management Team. He’s seasoned in managing the investment portfolios for high net worth clients, institutions, foundations and endowments, along with providing assistance to companies in selecting mutual funds for their retirement plans.
Credentials
Stacy earned his Bachelor degree in Finance and Economics and Master in Finance from the University of Nebraska at Lincoln. He’s a Chartered Financial Analyst and active member of the CFA Institute and CFA Society of Nebraska.
Stacy also served on the organization’s Asset Allocation, Manager Research, and Alternative Investment Committees.
Passions
Stacy believes Omaha is a community of caring people that have a real focus on giving back to those in need. He does his part by serving as a board member for the Leukemia & Lymphoma Society, Board of Trustees for Marian High School, and stays involved in his church, St. Vincent DePaul, and the Rotary Club of Omaha West. Stacy also enjoys playing golf and traveling with his family. He hopes to one day travel to Scotland and play a round of golf at St. Andrew’s Old Course.
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“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE |
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