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 […]
Season of Giving
Season of Giving, Season of Growth Making the Most of Your Money and Meaning This Holiday Season By Melinda Adams, Financial Advisor, CEPA® The holidays have a way of bringing out the best in us. The lights twinkle a little brighter, our hearts grow a little fuller, and suddenly we’re reminded of what […]
Prepared for the Unexpected
Prepared for the Unexpected: A Gift of Love and Peace By Melinda Adams, Financial Advisor, CEPA® This past 4th of July weekend, Central Texas was hit with devastating flash floods. In a matter of moments, lives were lost, homes were destroyed, and families were left to pick up the pieces. It […]
Dossier – Sendero Wealth Management
Elizabeth Flavin Crawford, Partner | Chief Executive Officer Breaking Barriers: How Sendero Wealth Management is Redefining Financial Advisory for Professional Women In a traditionally male-dominated industry, Sendero Wealth Management in San Antonio, Texas, is setting a new standard by focusing on the unique financial needs of professional women. Led by CEO and […]
Dossier – Bank of Texas
Relationships Matter Although Bank of Texas is new to San Antonio, it has a long history. Its roots date back to 1910 when the original Bank of Oklahoma was founded on Tulsa’s oil fields. Today, the bank operates in eight states and does business as Bank of Texas in Texas. According to […]