Dossier – Jefferson Bank
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 […]
Dossier – Broadway Bank
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 […]
Dossier – Kin Wealth
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 […]
Dossier – Frost Bank
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 […]
Sendero’s Female Leaders
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 […]