These three words inspire confidence, often describing things you trust and in which you believe. It’s these three words that we use to describe you. With you in mind, we are proud to introduce TRB Private Client Services.
You’ve become successful through hard work, focused goals and finding opportunities to grow your business and personal assets. The TRB Private Client Services team understands the complexities of managing significant wealth and will work with you to develop a highly customized financial strategy that evolves as you and your family do. We share your values and, like you, Texas Regional Bank is strong, safe and secure.
Private Client Services are highly customized to meet your specific needs. With skilled advice and personalized service from your private banker, you will have access to our best financial services. Our experienced professionals offer convenient deposit services, sophisticated wealth management tools, trust and estate planning, and creative financing solutions.
As a Private Client Services client, you’ll have a close relationship with a dedicated team of bankers and financial advisors using a holistic method. An assigned relationship manager, your single point of contact, will have a primary objective of providing personalized service and offering customized financial products in a customer centric team approach. This concierge style of banking is uniquely structured to help successful high net worth families, professionals and business owners reach their financial goals.
SVP/Private Client Services
Assistant Vice President