Overview

RIA firms, teams or individuals looking to join a growing full-service private bank. Most of our growth comes from bankers making warm introductions to their clients and prospects. Prefer RIAs that use planning before recommending portfolios. We are a full-service private bank inside of a business-oriented bank that focuses on Texas firms. We lead with planning and follow with investing, banking, loans, custom mortgages (dirt to perm one close for example) - a full suite of client services.


Last Activity
today
Listing Updated
July 29, 2024

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