Phone: (949) 299-5463
Cell: (949) 702-5600
shelly.o'byrne@sunflowerbank.com
Shelly O'Byrne is the Director of Trust Services for First Foundation Bank. In this role she is responsible for growing the trust business, managing the team of trust officers and administrators, ensuring that trust clients are provided with exceptional customer service, and effectively managing risk within the trust function of the bank.
Ms. O'Byrne has 20 years of experience in trust, estate and charitable trust management, working with affluent clients and their advisors. Prior to joining the firm, she worked at Bank of the West as Vice President and Senior Fiduciary Specialist managing their Newport Beach Trust office. She was the initial trust officer to join Family Wealth Advisors, their ultra-high net worth offering, and helping to build out the platform and offering, initially developing the client experience guidelines for the team. She also previously worked at Wells Fargo in trust administration and management.
She currently serves as a member of the Orange County Estate Planning Council, North County Estate Planning Council and the Orange County Planned Giving Roundtable, where she is also a past board member. She holds a Bachelor of Science in Economics from the University of California Riverside and a Masters of Business Administration with an emphasis in Finance from California State University at Fullerton. She is a Certified Financial Planner, CFP®, and a Certified Trust and Financial Advisor, CTFA®.
*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.