Trust Officer, San Angelo
Daniel Ortega joined First Financial Trust in 2015 and transitioned from Abilene to San Angelo in January 2020. While in Abilene, Daniel held roles in the First Financial Trust Real Estate and Investment departments, in addition to roles within First Financial Bank. He now serves as a Relationship Manager where he is responsible for a wide range of client accounts and assets, in addition to guiding clients through financial decisions.
As a Relationship Manager, Daniel oversees investment management accounts, retirement accounts, trusts, and estates. In this role, he strives to assist clients in establishing, growing, managing, and protecting their wealth with personalized customer service and advice.
Daniel is an active member of the San Angelo community, volunteering at Meals for the Elderly and United Way of the Concho Valley.