Private Wealth Management Team

Private Wealth Management Team

First Republic Private Wealth Management prides itself on management experience, stability, and continuity. Find out more about our professionals below.

Karen  Creel
Karen Creel

Estate and Business Planning
First Republic Securities Company

Jay  Halverson
Jay Halverson

Estate and Business Planning
First Republic Securities Company

Kathryn Harrison
Kathryn Harrison

Estate and Business Planning
First Republic Investment Management

Michael Winn
Michael Winn

Estate and Business Planning
First Republic Securities Company