The Dossier

Gittings Global NE91360

Dossier – Moody Bank Wealth & Trust

  Mary P. Mahlie, Senior Vice President, Trust Officer   What types of clients benefit most from partnering with a Private Banker? Moody Bank has deep roots in Texas with over 117 years of experience. As a community bank, we’re committed to helping our communities grow and succeed. Whether for ...

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Dossier – MidFirst Bank

  Sherry Gonzalez, 1st Vice President, Private Banking   What types of clients benefit most from partnering with a Private Banker? Clients who need specialized financial advice for personal and business matters, as well as guidance on complex financial structures. Suppose you prefer more than just basic banking and are ...

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Dossier – Jefferson Bank Private Banking

  Back Row L to R: Vilma Munoz, Carixa Martinez, Betsy Baker, Mary Ellen Archer; Front Row L to R: Katie Butler, Whitney Pigg   Discover the Distinction of Private Banking at Jefferson Bank   Our Private Bankers prioritize service, common sense, and collaboration to do what’s right for those ...

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Dossier – M&T Financial Partners

  Patrick Taylor & Melinda Adams   What types of clients benefit most from partnering with a wealth advisor? The clients who benefit most are usually those seeking clarity and confidence about their financial future. We love working with individuals and families who are ready to dream big and want ...

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Dossier – Broadway Bank

  Casey Seitz, SVP, Wealth Advisor, and Michelle Beza, AVP, Private Banker   What is your role in the financial services industry? At Broadway Bank, our local Wealth and Private Bank team is dedicated to simplifying our clients’ financial lives and ensuring seamless banking, investing, and legacy planning. Our approach ...

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