First Western Advisors Employee Directory

Investment ManagementUnited States11-50 Employees

First Western Advisors (FWA) has been providing wealth management services throughout the United States for more than 40 years.

FWA was founded in Salt Lake City, Utah in 1982. Its guiding principle is to help individuals build wealth and find peace of mind by offering expert, objective advice and financial services (investment management, retirement planning, etc.).  

In 2019, First Western Advisors affiliated with Raymond James.  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc.  First Western Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Find First Western Advisors employees' phone numbers or email addresses

First Western Advisors Global Highlights

Location
Employees

North America
54

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  • United States Of America
    54

First Western Advisors's Leadership

  • Stylized image of a person
    D. O.
    Coo
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    B. E.
    Chief Compliance Officer
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  • Stylized image of a person
    C. C.
    Vice President Of Investments And Director Of Youth Tackle Football
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    K. S.
    Vice President Of Investments
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  • Stylized image of a person
    S. K.
    Vice President Of Investments
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  • Stylized image of a person
    G. T.
    President & Ceo
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  • Stylized image of a person
    R. J.
    President
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  • Stylized image of a person
    R. H.
    President
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Contact profiles from First Western Advisors

Name
Title
Contact Info
Location
Last Update
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    M. M.
    Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. K.
    New Business Manager
    Phone icon
    United StatesUtah
    Oct 18, 2024
  • Stylized image of a person
    J. B.
    Client Relations Manager
    Phone icon
    United StatesUtah
    Oct 17, 2025
  • Stylized image of a person
    J. T.
    Senior Wealth Advisor
    Phone icon
    United StatesUtah
    Aug 09, 2025
  • Stylized image of a person
    R. B.
    Principal
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    A. B.
    Financial Advisor
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    Aug 01, 2025
  • Stylized image of a person
    M. B.
    Investment Advisor
    Phone icon
    United StatesUtah
    Aug 12, 2025
  • Stylized image of a person
    L. T.
    Compliance Assistant
    Phone icon
    United StatesUtah
    Oct 25, 2025
  • Stylized image of a person
    D. T.
    Accountant
    Phone icon
    United StatesUtah
    Aug 08, 2025
  • Stylized image of a person
    A. O.
    Board Member
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is First Western Advisors known for?

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First Western Advisors was founded in 1982 operates in the Investment Management industry. The company's main headquarters is located in 6405 South 3000 East, Suite 250 Holladay, Utah 84121, US; you can contact the main corporate office by phone at . Explore First Western Advisors's company overview page for more information.

What is First Western Advisors's most common email format?

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First Western Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more First Western Advisors email formats with LeadIQ.

How many employees does First Western Advisors have currently?

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First Western Advisors has approximately 21 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are First Western Advisors's key employees and leadership?

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As of October 2025, First Western Advisors's key employees include:

  • Coo: D. O.
  • Chief Compliance Officer: B. E.
  • Vice President Of Investments And Director Of Youth Tackle Football: C. C.
  • Vice President Of Investments: K. S.
  • Vice President Of Investments: S. K.

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