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TEXAS BANKING NEWS, PEOPLE AND IDEAS

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TEXAS BANKING NEWS, PEOPLE AND IDEAS

Texas Bankers

Leonard Joins Private Bank at PlainsCapital as Wealth Strategist

February 27, 2021

Bill LeonardDallas-based PlainsCapital Bank recently welcomed Bill Leonard to its private bank as wealth strategist in Fort Worth. He will develop customized financial plans and investment strategies for The Private Bank’s clients, aligning their assets with their goals.

Leonard joins PlainsCapital Bank having previously served in the private bank of a large national bank as senior vice president, senior trust and fiduciary specialist. He has more than 33 years of financial services experience in Texas.

“[Leonard] has a proven record of understanding the ins and outs of his clients’ financial situations and goals,” says Rich Wyatt, executive vice president, chief investment officer and chief operating officer of The Private Bank. “His decades of wealth management experience will allow us to continue matching The Private Bank’s clientele with the right investment products and financial strategies.”

Leonard received bachelor’s degrees in business administration and history from Austin College and is an honors graduate of the Cannon Financial Institute. He is also a certified trust and financial advisor and certified IRA services professional through the American Bankers Association. Leonard previously served as a member of the American Bankers Association Institute of Certified Bankers IRA working group. He has held various positions on the North Texas Estate Planning Council, including president, vice president and treasurer. In addition, he has served as member and chairman of the Texas Bankers Association advisory board.

PlainsCapital Bank operates 59 Texas branches and has approximately 1,100 employees. Its major markets are Austin, Corpus Christi, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley and San Antonio.

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About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to contact the editorial department.

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to contact the editorial department.

Texas Bankers

Leonard Joins Private Bank at PlainsCapital as Wealth Strategist

February 27, 2021

Bill LeonardDallas-based PlainsCapital Bank recently welcomed Bill Leonard to its private bank as wealth strategist in Fort Worth. He will develop customized financial plans and investment strategies for The Private Bank’s clients, aligning their assets with their goals.

Leonard joins PlainsCapital Bank having previously served in the private bank of a large national bank as senior vice president, senior trust and fiduciary specialist. He has more than 33 years of financial services experience in Texas.

“[Leonard] has a proven record of understanding the ins and outs of his clients’ financial situations and goals,” says Rich Wyatt, executive vice president, chief investment officer and chief operating officer of The Private Bank. “His decades of wealth management experience will allow us to continue matching The Private Bank’s clientele with the right investment products and financial strategies.”

Leonard received bachelor’s degrees in business administration and history from Austin College and is an honors graduate of the Cannon Financial Institute. He is also a certified trust and financial advisor and certified IRA services professional through the American Bankers Association. Leonard previously served as a member of the American Bankers Association Institute of Certified Bankers IRA working group. He has held various positions on the North Texas Estate Planning Council, including president, vice president and treasurer. In addition, he has served as member and chairman of the Texas Bankers Association advisory board.

PlainsCapital Bank operates 59 Texas branches and has approximately 1,100 employees. Its major markets are Austin, Corpus Christi, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley and San Antonio.

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About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

Texas Bankers

Leonard Joins Private Bank at PlainsCapital as Wealth Strategist

February 27, 2021

Bill LeonardDallas-based PlainsCapital Bank recently welcomed Bill Leonard to its private bank as wealth strategist in Fort Worth. He will develop customized financial plans and investment strategies for The Private Bank’s clients, aligning their assets with their goals.

Leonard joins PlainsCapital Bank having previously served in the private bank of a large national bank as senior vice president, senior trust and fiduciary specialist. He has more than 33 years of financial services experience in Texas.

“[Leonard] has a proven record of understanding the ins and outs of his clients’ financial situations and goals,” says Rich Wyatt, executive vice president, chief investment officer and chief operating officer of The Private Bank. “His decades of wealth management experience will allow us to continue matching The Private Bank’s clientele with the right investment products and financial strategies.”

Leonard received bachelor’s degrees in business administration and history from Austin College and is an honors graduate of the Cannon Financial Institute. He is also a certified trust and financial advisor and certified IRA services professional through the American Bankers Association. Leonard previously served as a member of the American Bankers Association Institute of Certified Bankers IRA working group. He has held various positions on the North Texas Estate Planning Council, including president, vice president and treasurer. In addition, he has served as member and chairman of the Texas Bankers Association advisory board.

PlainsCapital Bank operates 59 Texas branches and has approximately 1,100 employees. Its major markets are Austin, Corpus Christi, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley and San Antonio.

SHARE THIS NEWS:

Previous Texas Bank and Trust Taps Moseley as Banking Officer and Portfolio Manager Next TFNB Your Bank for Life Opens Much-Needed Branch in East Waco—First Bank in the Area in More Than 100 Years

MORE BANKERS ON THE MOVE

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Legend Bank Announces New Tarrant County Lending Team

First Financial Bank Names Parker Chief Compliance Officer

Vantage Bank Names Mounce Houston Market Co-President

Ozona Bank Announces Promotions in Wimberley, San Antonio and Ozona

Jacksonville-based Austin Bank Promotes Trujillo and Rodarte

Federal Home Loan Bank of Dallas Announces 2023 Appointments to Affordable Housing Advisory Council

1 2 … 5 Next >

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

Search

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

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© 2022 Bankers Digest—Published by IBAT Marketing Inc.
a SUBSIDIARY of the Independent Bankers Association of Texas

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© 2022 Bankers Digest—Published by IBAT Marketing Inc.
a SUBSIDIARY of the Independent Bankers Association of Texas

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© 2022 Bankers Digest—
Published by IBAT Marketing Inc.,
a SUBSIDIARY of the Independent Bankers Association of Texas