Phone: (626) 993-1315
Lindsey.Hess@FirstSunAdvisors.com
Ms. Hess works with Relationship Managers to establish and maintain client relationships. She assists in client and prospect presentations, asset allocation analysis and investment implementation.
Prior to joining First Foundation Advisors, her experience includes five years in wealth management with Bank of the West. Preceding this position, Ms. Hess worked for a commercial real estate developer in Orange County, CA.
Ms. Hess earned her Bachelor’s degree in Economics from the University of California, Irvine.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if First Foundation Advisors is engaged, or continues to be engaged, to provide investment advisory services.