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 […]
Texas Capital
Sonali Patel, Vice President, Private Client Advisor What is your specialization in the financial services industry, and why did you choose it as a career? Growing up with family who worked in the medical field, I realized early that my purpose was to utilize my intellect […]
Abeyta Bueche & Sanders Group at Morgan Stanley
Lisa Benton, Financial Advisor, MS, QPFC What are your areas of focus in the financial services industry, and why did you choose it as a career? My areas of focus in the financial services industry revolves around financial planning for business owners and families, with a particular concentration on incorporating the perspective of […]