Unlocking the World of Commercial Services: Discovering the Jefferson Bank Difference

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Brandey Orsag, EVP, Chief Lending Officer In the ever-evolving landscape of commercial services, Jefferson Bank stands out as a true leader. “Jefferson Bank prides itself on its extensive lending portfolio, offering a comprehensive range of products to a diverse clientele,” says Brandey Orsag, EVP Chief Lending Officer. From consumer to commercial loans, including lines of […]

Texas Capital Bank Private Wealth

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Yadira “Liz” Medina; Executive Director Relationship Manager Private Banking Advisor   What services do Texas Capital and its subsidiaries provide? Texas Capital, along with Texas Capital Securities and Texas Capital Bank Private Wealth Advisors, offers expertise and a full suite of banking products and services to help clients with their financial needs. Do you specialize […]

Frost Investment Services

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We take a personal approach to investing. After all, it’s about your family, your goals, your lifestyle and your dreams. Together, we’ll work to take care of you and your family today and for generations to come. Who needs help with financial planning?  I believe everyone can benefit from a financial plan, no matter what […]

Broadway Bank Wealth Management

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1.  How do you measure success with your clients? Success with a client means we have a good rapport, and the client feels comfortable being open and honest about their financial goals. We surround our clients with a team based on the types of assets they would like us to manage, be it securities, real […]

KGBTexas Communications

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Katie Harvey, CEO What services does your agency offer? Since I started the agency as a PR company in 1994, we’ve evolved into a full-service agency that offers a range of in-house communications services. I’m proud to say that we are one of the largest woman-owned agencies in Texas. Our team of 55 are innovators […]