Susan K. Rosburg, JD, AEP®, CAP®
Susan has been in Trust services since 1991 and joined FNBO Wealth in 2014. As a Director of Trust Services, her focus areas are the administration of trusts, estates, conservatorships, agencies and investment management accounts. Dedicated to building relationships, she finds fulfillment in guiding clients through the intricate frameworks to preserve legacies and honor wishes.
Credentials
Susan earned her law degree at Creighton University and began her career in private practice honing her skills in estate planning and administration.
Susan has achieved the Accredited Estate Planner (AEP®) designation and the Chartered Advisor in Philanthropy (CAP®) designation. She is a Lifelong Fellow of the Nebraska State Bar Foundation and is active in the Omaha Estate Planning Council, having served as past President.
Passions
Susan shares her time by volunteering at schools and church in addition to serving on the board and finance committee of Catholic Cemeteries of the Archdiocese of Omaha. She enjoys spending free time with her family, friends and dogs.
Someday, Susan would like to hike the Grand Canyon rim to rim.
“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.
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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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