About the Wealth Management & Trust Group

We are the Wealth Management & Trust Group of Southside Bank, a publicly traded $7.33 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