First Security Announces Promotion of Kelsey McGregor
First Security is happy to announce that Kelsey McGregor has recently been promoted to Investment Services Assistant.
Kelsey joined the bank in 2021 as Loan Assistant Supervisor, where she trained, supported, and provided leadership to the Ag and Commercial Loan Assistant team. She was later promoted to Portfolio Manager, working closely with the bank’s ag and commercial lenders.
In her new role as Investment Services Assistant, she will support clients by answering questions, recommending appropriate products, assisting with service requests, handling administrative tasks, processing transactions and commissions, supporting Financial Advisors, making referrals, participating in community events, and helping wherever needed.
Investment Services Manager Bobbi Jo Spainhower shared, "We're excited to welcome Kelsey to our Wealth Management team. With her background in our Ag Lending Department, she brings valuable strengths in financial analysis, relationship building, and attention to detail. Both Ag Lending and Wealth Management are built on trust, service, and empowering clients to make confident financial decisions. Her experience working with clients, analyzing financials, and managing complex processes will be a tremendous asset to our investment department. We're excited to have her join our team!"
First Security Bank & Trust has locations across North Central Iowa and headquarters in Charles City. Member FDIC.