Wealth Manager Dan Jennings Joins First Republic in Century City
First Republic Bank (NYSE:FRC) announces that wealth manager Dan Jennings has joined as Managing Director and Wealth Manager in Century City. Jennings will offer portfolio management, retirement planning, and investment consulting services to clients, including individuals and nonprofits. His experience includes a prior role at Merrill Lynch as Senior Vice President. Bob Thornton, President of First Republic Private Wealth Management, highlights Jennings' proven track record and commitment to exceptional client service in the Los Angeles area.
- Dan Jennings joins First Republic as Managing Director and Wealth Manager, enhancing service capabilities.
- Jennings brings extensive experience from Merrill Lynch, promising high-quality wealth management services.
- First Republic continues to strengthen its team to serve high-net-worth individuals effectively.
- None.
First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that wealth manager Dan Jennings has joined First Republic Investment Management in Century City.
Jennings was named Managing Director and Wealth Manager and will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
“Dan Jennings is a seasoned wealth advisor who will be a strong addition to our growing team of wealth management professionals serving the Los Angeles area,” said Bob Thornton, President of First Republic Private Wealth Management. “Dan has a long track record of success and is committed to First Republic’s unique brand of exceptional client service.”
Jennings provides comprehensive wealth, financial, estate planning services and goals-based investing services to ultra-high net worth individuals and families. Before joining First Republic, he was a Senior Vice President and Senior Financial Advisor at Merrill Lynch. Jennings is active in his local community and coaches youth athletics in Manhattan Beach. He has previously served on the board of the Children's Burn Foundation and the Cancer Center of Irvine. He earned a Bachelor’s degree in Finance from the University of Arizona.
To learn more about First Republic Private Wealth Management, click here. To see our growing team of wealth management professionals, click here.
About First Republic Bank
Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service and offers a complete line of products, including residential, commercial and personal loans, deposit services, and wealth management. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach and San Diego, California; Portland, Oregon; Boston, Massachusetts; Palm Beach, Florida; Greenwich, Connecticut; New York, New York; and Jackson, Wyoming. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.
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