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 a partner to help make […]
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 is uniquely personalized, as we […]
Dossier – Frost Private Banking
From left to right: Kandice Persad, Assistant Vice President; Veronica Payne, Vice President; Leanne Ethridge, Senior Vice President; and Sibonae Jones, Vice President What type of clients benefit from having a Private Banker? Frost serves a diverse private banking clientele generally consisting of families or individuals needing help navigating their complex finances. Our […]
Profile – PlainsCapital Bank
“I joined the PlainsCapital family as a Teller Supervisor with the Bank’s acquisition of First National Bank in 2013. Within the last few years, I transferred out of the retail side into a Lending Assistant role. I’m grateful for the acquisition as it has opened so many new opportunities for me to grow. I’ve […]
Profile – Amegy Bank
Grace Morehouse ASSISTANT Vice President Grace Morehouse is a Commercial Real Estate Portfolio Manager at Amegy Bank in San Antonio. She joined the Banker Development Program at Amegy upon graduation from Sam Houston State University. She serves as the Secretary on the Commercial Real Estate Women San Antonio Board of Directors for […]