We are the Wealth Management & Trust Group of Southside Bank, a publicly traded $7.01 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 | |
|---|---|---|
| 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 - 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 |
| OPERATIONS TEAM |
|---|
| Matt Renick - CTFA, Senior Vice President & Chief Operations Officer, WM&T |
| Carol Kelley – Assistant Vice President & Operations Officer |
| Karah Crawford – Banking Officer & Operations Officer |
Southside Bank Wealth Management & Trust
1305 South Beckham Ave.
Tyler, TX 75701
Phone: 903.531.7227
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
