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 your role in the financial services industry?
At Broadway Bank, our local Wealth and Private Bank teams are dedicated to simplifying our clients’ financial lives and ensuring seamless banking, investing, and legacy planning. Our approach is uniquely personalized and tailored to our clients’ definitions of success and the milestones that matter most to them. Our team is composed of best-in-industry experts who craft customized strategies, explore various lending options to achieve personal and business goals, and strategically access liquidity to capitalize on opportunities.
What sets you apart from other professionals in your industry?
As an independent, family-owned bank, we’re deeply rooted in the communities we serve and committed to being here for generations to come. Our comprehensive, locally based team includes highly credentialed professionals who specialize in investment management, trust administration, real estate management, charitable giving, mineral management, and more. We believe the expertise of our local banking professionals, paired with our relationship-focused approach, positions our clients to achieve their goals with confidence.
What would you say to women considering a career in the financial services industry?
The financial services industry offers a rewarding path to make a meaningful impact on people’s lives. To women considering this field, embrace your passion, be inquisitive, and lean toward collaboration. This industry is shaped by empathy, innovation, and diverse perspectives, which women are uniquely positioned to deliver. Choosing this path allows you to make a profound mark on your clients’ lives, challenge yourself meaningfully, and create a rewarding career that grows alongside you.
Broadway Bank
1177 NE Interstate 410 Loop, San Antonio, TX 78209
Wealth Management (210) 944-1128
Private Banking (210) 805-8484
