Dossier – Frost Investment Services
What is your specialization in the financial services industry? I provide personalized, relationship-based guidance with a strong focus on understanding each client’s goals, challenges, values, and unique financial situation. – Misty Thompson, Wealth Advisor What do you love most about working in financial services? I truly enjoy working with all our clients, but […]
Dossier – Broadway Bank
Left to Right: Elizabeth Strait, Wealth Advisor; Sarah Hansen, Trust Advisor; Julie Hardaway, Director of Trust & Specialist Advisory Services; Monica Bonilla, Estate Settlement Specialist; Casey Seitz, Wealth Advisor What is your specialization in the financial services industry? Broadway Bank Wealth Management is a full service team made up of highly credentialed professionals. […]
Dossier – Jefferson Bank
Racheal Centeno Senior Vice President, Treasury Management Sales Officer What is your specialization in the financial services industry? I specialize in Treasury Services for Business and Corporate customers, focusing on cash management, liquidity optimization, payment and receivables processing, fraud prevention, and customized financial reporting. My goal is to help customers streamline their operations and […]
Independent Financial
Laurie Griffith, San Antonio Market President and Alan Goss, Senior Vice President, Relationship Manager What services do you provide? We offer a wide range of lending and account services for businesses and families. For businesses, our loans range from commercial real estate construction/rehab/permanent financing, middle market lending and SBA lending to builder finance and […]