Laurie Griffith, San Antonio Market President and Alan Goss, Senior Vice President, Relationship Manager What services do you provide? We offer a wide range of lending and account services for businesses and families. For businesses, our loans range from commercial...
Texas Capital Bank Private Wealth
Yadira "Liz" Medina; Executive Director Relationship Manager Private Banking Advisor What services do Texas Capital and its subsidiaries provide? Texas Capital, along with Texas Capital Securities and Texas Capital Bank Private Wealth Advisors, offers expertise and a...
DOSSIER: Dana M. Jones – CERTIFIED FINANCIAL PLANNER TM
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Penny DiRago: Senior Vice President – Investments, Wells Fargo
What is the most important advice you are giving your clients about navigating the current COVID-19 financial crisis? Stick with your plan. If you don’t have one, consider getting one. In your mind, separate politics and COVID from your long term investment plan. What...