FNBT Announces Wealth Management Department Promotions
Release date: 11/12/2024
Beloit, WI, November 12, 2024 – First National Bank and Trust (FNBT) is pleased to announce the following promotions within the Wealth Management department.
Robin Chambers has been promoted to Trust Officer. Robin joined FNBT in April 2022, bringing her diverse experience from previous roles in the trust field, including Trust Accountant, Trust Assistant, and Personal Trust Officer at other financial institutions in the Stateline area. Before her promotion, she served as a Wealth Management Assistant. Robin attended the University of Wisconsin-Whitewater and has completed specialized training through Cannon Trust School, earning her Trust and Financial Advisor (CTFA) certificate. With nearly 20 years of experience in the financial services industry, Robin has developed a deep understanding of wealth management and client service, making her well-equipped to excel in her new role.
As a Trust Officer, Robin will manage various wealth management accounts and oversee client service standards, ensuring they align with client needs to develop and maintain lasting relationships. In her free time, she enjoys spending time with her family, reading, watching movies, hanging out with friends, and going to supper clubs. Robin is based at FNBT’s Beloit, Wisconsin-Grand Ave location.
Jacqueline Wingard-Suggs has been promoted to Investment Officer. Jacqueline has grown her extensive background in the financial industry with over 30 years of banking experience. She has held roles such as Financial Advisor, Banking Center Manager VP, Audit Manager, and Personal Banking/Investment Officer. Most recently, she served as an Investment Executive at FNBT. As an Investment Officer, Jacqueline will continue to focus on cultivating client relationships, working on retirement planning with clients, and managing client portfolios.
Jacqueline holds a Bachelor of Business Administration and a Certificate in Sales Management from Cardinal Stritch University. She has completed several Financial Industry Regulatory Authority (FINRA) exams and is licensed in Life, Health, and Long-Term Care Insurance. Jacqueline volunteers at her church in her free time and enjoys spending time with her grandchildren and traveling with friends and family. She is based at FNBT’s Roscoe, Illinois branch location.
Mark Heffel has been promoted to Investment Officer. Mark joined FNBT in November 2011, bringing a wealth of experience from his previous role as an Investment Executive for a regional investment firm in Rock County, Wisconsin. He has worked in the wealth management industry since 1992 and holds a Bachelor of Business Administration degree from the University of Wisconsin-Whitewater, earned in 1983.
As an Investment Officer, Mark will assist clients with financial planning, guide clients in making successful investments tailored to their individual needs and risk tolerances and provide effective and timely customer service. Outside of work, Mark likes spending quality time with his wife, Pauline, their three children, their families, and their grandson. They enjoy camping, gardening, water sports, and taking memorable vacations together as a family. Mark is based at FNBT’s Beloit, Wisconsin-Grand Ave location.
About First National Bank and Trust:
First National Bank and Trust, headquartered in Beloit, Wisconsin, has been a pillar of the community since 1882. With a rich history of customer-focused solutions, FNBT has evolved into a leading financial services institution, offering a comprehensive range of products and services for consumers and businesses, including trust, retirement services, investment management, and brokerage. Serving nearly 30,000 households across 13 communities and 17 locations in Southern Wisconsin and Northern Illinois, with assets of approximately $1.5 billion, FNBT is "Always Here" to understand individual customer needs, provide expert guidance, and offer the products, services, and support to empower everyone to thrive. This commitment to dependability, approachability, and resilience has established First National Bank and Trust as a leader in the industry. For more information, visit www.bankatfirstnational.com.
First National Bank and Trust – Always Here
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