We are the Wealth Management & Trust Group of Southside Bank, a publicly traded $6.5 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.
|TYLER TEAM||LUFKIN TEAM|
|Doug Bolles, CAP Senior Manager, Executive Vice President, Wealth Management||Ernest King, CPA, Executive Vice President, Senior Trust Officer|
|Kim Partin, CPA, CTFA, Senior Vice President, Trust Officer & Trust Manager||Cindy Neal, CPA, Vice President & Trust Officer|
|Michael Custer, CFA Senior Vice President & Senior Investment Officer||Emily Corbett, Assistant Vice President & Trust Officer|
|Matt Renick, CTFA Vice President, Chief Operations & Client Service Officer||Tempestt Parker, CPA, Assistant Vice President & Trust Officer|
|Nathan Kelley, AFIM Vice President & Lead Advisor||Jennifer Reid, Trust Officer|
|Elizabeth Hutcheson, Assistant Vice President & Trust Administrator|
|Joelle Jackson, Banking Officer & Associate Advisor|
Southside Bank Wealth Management & Trust
1305 South Beckham Ave.
Tyler, TX 75701
2510 West Frank St.
Lufkin, TX 75915
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 | 903.531.7227
Southside Wealth Management & Trust | 2510 West Frank, Lufkin, TX 75915 | 936.631.3548