Stephanie Forbes
What First for Your Success Means to Me
Being there for our customers to help them whenever I can! Whether it is helping a bank raise funds, finding the best investment fit for their needs, or just being a friendly voice on the other end of the phone, I always makes sure it’s for the customer!

Stephanie Forbes

Assistant Vice President, Investment Trader


Stephanie received a Bachelor of Science as well as a Bachelor of Arts degree in Finance and Marketing from The University of Denver. In her role, Forbes assists customers in gaining access to the Brokered CD Market in addition to being an Investment Trading Officer. Stephanie’s prior work experience includes working for World Savings Bank in their Management Training Program.

Stephanie is a licensed Municipal Securities Representative.