Key Client Advisors
San Francisco Bay Area
David HultmanKey Client Advisor
Riyad M. Said, CPWA®Key Client Advisor
Stephen Van BesienKey Client Advisor
Rocky Mountain and Midwest
Matthew Marsh, CFP® CIMA®Key Client Advisor
Legal information and Disclosures
Deposit and loan products offered by Bank of the West. Member FDIC. Equal Housing Lender.
1 Formerly Family Wealth Advisors
Key Client Group is part of the Bank of the West Wealth Management Group. Bank of the West Wealth Management Group offers products and services through Bank of the West and its various affiliates and subsidiaries. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.
BancWest Investment Services is a wholly owned subsidiary of Bank of the West. Bank of the West is a wholly owned subsidiary of BNP Paribas. Check the background on this firm or an investment professional on FINRA's BrokerCheck
Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment Adviser. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.
Investment and Insurance Products:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE
- NOT A DEPOSIT
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY