Southside Bank

Southside Bank

About the Wealth Management & Trust Group

We are the Wealth Management & Trust Group of Southside Bank, a publicly traded $7.0 billion bank based in Tyler, Texas. We have been meeting the financial needs of our clients for more than 55 years and providing wealth management services for more than 35 years.

Our wealth managers and trust officers have more than 150 years of combined experience. We provide comprehensive wealth management and trust services that address not only portfolio management matters but also the myriad of advanced planning matters surrounding portfolio management. Our clients include individuals, families, corporations, non-profit organizations and foundations.

We are passionate about what we do, believing we are able to bring our clients the best of both worlds—world-class resources and local decision makers—with the highest levels of accountability and service.

We would welcome the opportunity to share more fully with you how we go about meeting the financial and estate planning needs of our clients.

Our Client Services Team

Bryan Campbell - JD, Executive Vice President & WM&T Director & Senior Wealth Advisor   Ernest King - CPA,  Executive Vice President & Senior Relationship Manager & SETX Department Manager
Kim Partin - CPA, CTFA, Executive Vice President & Senior Trust Officer & East Texas Department Manager   Emily Corbett - Vice President & Wealth Management & Trust Officer
Michael Custer - CFA, Senior Vice President & Chief Investment Officer   Tempestt Parker - CPA, Vice President & Wealth Management & Trust Officer
Elizabeth Hutcheson - Assistant Vice President  & Wealth Management & Trust Officer   Ryder Pierce - AAMS, Assistant Vice President & Wealth Management & Trust Portfolio Manager
Joelle Jackson - AFIM, Banking Officer & Wealth Management & Trust Officer   Jennifer Combs -AAMS, Assistant Vice President & Wealth Management & Trust Officer
Mario Martinez - AAMS, Banking Officer & Wealth Management & Trust Officer    Kristin Valentine – WM&T Administrative Support
Karen Allen - Banking Officer & WM&T Administrative Support    D’Anne Kelly – WM&T Administrative Support
Christie Hale – WM&T Administrative Support   Shelley Green – Banking Officer & WM&T Administrative Support  
Kim Pollard - CPA, EB Administrator    
Matt Renick - CTFA, Senior Vice President & Chief Operations Officer, WM&T
Carol Kelley – Assistant Vice President & Operations Officer
Karah Crawford – Banking Officer & Operations Officer
Ana Mendez - Operations Assistant


Southside Bank Wealth Management & Trust
1305 South Beckham Ave.
Tyler, TX 75701
Phone: 903.535.2383

2510 West Frank St.
Lufkin, TX 75915

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We want you to know that investment products provided by Southside Wealth Management & Trust:
Are Not FDIC Insured | May Lose Value | Subject to Risk | Are Not Bank Guaranteed | Are Not Deposits

© 2017 Southside Wealth Management & Trust | 1305 South Beckham Ave., Tyler, TX 75701 | 903.535.2383

Southside Wealth Management & Trust | 2510 West Frank, Lufkin, TX 75915 | 936.631.3548

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