wealth management Archives - San Antonio Woman

Dossier – Jefferson Bank

SA Woman — Sat, 03 Jan 2026 04:54:29 +0000

Discover the Distinction of Private Banking at Jefferson Bank What type of clients benefit from having a Private Banker? We cater to diverse situations: family offices, complex businesses pursuing personalized services, or wealthy families seeking approachable advisors. We understand the unique requirements of multi-generational family businesses, women, professionals, and entrepreneurs, so we […]

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Dossier – Broadway Bank

SA Woman — Thu, 01 Jan 2026 23:14:44 +0000

Casey Seitz, SVP, Estate Settlement Specialist, Michelle Beza, VP, Private Banker, Elizabeth Strait, SVP, Wealth Advisor/Trust Officer, Brandy McQuiston, VP, Private Banker, Khristene Cano, SVP, President and Chief Compliance Officer, Sarah Hansen, VP, Trust Advisor, Julie Hardaway, SVP, Director of Trust & Specialist Advisory Services, Tammy Wheeldon, SVP, Wealth Advisor/Trust Officer What is […]

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Dossier – Kin Wealth

SA Woman — Thu, 01 Jan 2026 23:01:11 +0000

Rebecca Boyd, CWS®-CEO and Founder of Kin Wealth | Victoria Martinez, CFP®, Financial Advisor How do you tailor your financial strategies to fit each client’s goals and lifestyle? Rebecca: At Kin Wealth, we start by listening. Every family has its own story, values, and priorities, and our job is to understand those […]

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Dossier – Frost Bank

SA Woman — Thu, 01 Jan 2026 22:46:13 +0000

Cindy Snyder, Vice President, Private Banking Gloria Connor, Vice President, Private Banking Regina Garza, Wealth Advisor, Wealth Management, (Not pictured) Maralessa Gonzales, Assistant Vice President, Private Banking How do you tailor your financial strategies to fit each client’s goals and lifestyle? Wealth management allows me to build meaningful relationships with clients […]

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Sendero’s Female Leaders

SA Woman — Thu, 01 Jan 2026 21:44:40 +0000

Wealth Without Limits: Sendero’s Female Leaders on Full-Service Advisory Inside the Partner-Led Firm Redefining Integrated Wealth Management Sendero has become known for its integrated approach to wealth management. How do you differentiate yourselves from traditional investment advisors? Elizabeth Crawford, Partner | CEO | The Women’s Initiative Founder: While many firms provide […]

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Profile – Heather Walsh, CRPC™

SA Woman — Sat, 01 Nov 2025 17:21:10 +0000

Heather Walsh, CRPC™ Leading with Purpose in Merrill Wealth Management As the Market Executive for Merrill Lynch Wealth Management in the Lone Star Market, Heather Walsh oversees a dynamic network of financial advisory teams across four key Merrill offices: San Antonio, La Cantera, Corpus Christi, and McAllen. With a career spanning over […]

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She Holds the Future

Melinda Adams — Tue, 01 Jul 2025 18:51:50 +0000

Why Women Must Get Ready for the Great Wealth Transfer By Melinda Adams, Financial Advisor, CEPA® This month, as I blow out another birthday candle, I find myself thinking less about age—and more about legacy. Not just mine, but ours. Because right now, something big is happening in the world of money. […]

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