First Western Advisors Employee Directory

Investment ManagementUtah, United States11-50 Employees

First Western Advisors (FWA) has been providing wealth management services throughout the United States for more than 39 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.

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First Western Advisors Global Highlights

North America
69

United States Of America
69

Africa
1

Uganda
1

First Western Advisors's Leadership

B. E.
Chief Compliance Officer
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D. B.
Vice President Investments
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K. S.
Vice President Of Investments
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S. K.
Vice President Of Investments
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B. H.
Evp& Coo
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C. W.
President At Capital Consultants
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D. O.
Coo
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D. B.
Partner
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Contact profiles from First Western Advisors

Name

Title

Contact Info

Location

Last Update

S. K.
Vice President Of Investments
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United StatesUtah
Oct 17, 2024
C. P.
Director-Finance
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UNITED STATES
Oct 17, 2024
E. W.
Director Of Operations
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UNITED STATES
Mar 08, 2023
K. R.
Sales Director
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UNITED STATES
Apr 05, 2023
R. L.
Director
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UNITED STATES
Dec 30, 2023
C. L.
Information Technology Manager
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UNITED STATES
Mar 08, 2023
J. B.
Client Relations Manager
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Email
United StatesUtah
Oct 22, 2024
M. M.
Manager
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Email
UNITED STATES
Mar 08, 2023
R. K.
New Business Manager
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Email
United StatesUtah
Oct 18, 2024
D. P.
Principal
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Email
United StatesWashington
Oct 23, 2024

Frequently Asked Questions

What is First Western Advisors known for?

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

+1-801-930-****

. Explore First Western Advisors's company overview page for more information.

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

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?

First Western Advisors has approximately 16 employees as of June 2021. These team members are located across 2 continents, including North AmericaAfrica.

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

As of June 2021, First Western Advisors's key employees include:

Chief Compliance Officer: B. E.
Vice President Investments: D. B.
Vice President Of Investments: K. S.
Vice President Of Investments: S. K.
Evp& Coo: B. H.

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