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Shelly O'Byrne, CFP®, CTFA
Shelly O'Byrne, CFP®, CTFA
Senior Vice President, Director of Trust Services

Phone: (949) 299-5463
Cell: (949) 702-5600
sobyrne@ff-inc.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 helped 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.

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY