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DALLAS, Sept. 16, 2016 -- Texas Capital Bank announced today that it is expanding its team of Private Wealth Advisors in San Antonio, adding three key advisors.
John Ferguson, David Stevens and Eric Reblin will bolster the bank’s capabilities in financial and estate planning, as well as asset management and investment solutions, trust and estate administration, and concierge private banking and mortgage services.
“Our objective is to work alongside our commercial bankers to provide a bridge between the business success of our clients and their personal financial goals,” said Alan Miller, president of Texas Capital Bank’s Private Wealth Advisors. “Our San Antonio team provides deep experience and broad knowledge, ultimately simplifying and improving the lives of our clients.”
Mr. Ferguson is an attorney and a licensed private client advisor who will be responsible for delivering broad-based wealth management as well as ongoing client relationship management. He received a Doctor of Jurisprudence from Saint Mary’s Law School, a Master of Business Administration from University of Texas at San Antonio and a Bachelor of Arts from University of Texas at Austin.
He is a board member and president of the San Antonio children’s home Boysville, as well as a member of the Advisory Council of the University of Texas Health and Science Center. He is also a member of the Texas Cavaliers, a venerable San Antonio civic group.
Mr. Stevens is an experienced investment portfolio manager and Certified Financial Planner™ responsible for managing the investments and asset allocations of clients across multiple asset classes. He received a Master of Accountancy and Bachelor of Accountancy from Brigham Young University. Mr. Stevens is a member of the Nature Conservancy and an active supporter of the Alamo Area Council of the Boy Scouts of America.
A seasoned private banker, Mr. Reblin will be responsible for structuring loan, mortgage, and depository solutions that meet the needs of the bank’s clients. He graduated from the University of Massachusetts and is a member of the Board of Directors of the Children’s Shelter and The Order of the Alamo. He is also a member of the Texas Cavaliers.
For more information, please contact John Ferguson at [email protected] or visit https://www.texascapitalbank.com/what-we-offer/private-wealth-solutions.
ABOUT TEXAS CAPITAL BANK
Texas Capital Bank is a commercial bank that delivers highly personalized financial services to businesses and entrepreneurs. We are headquartered in Texas working with clients throughout the state and across the country. Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ:TCBI) and is recognized as a Forbes Best Banks in America and the Dallas Morning News’ Top 100 Places To Work company. To find out why we’re the Best Business Bank in Texas®, please visit www.texascapitalbank.com.
MEDIA CONTACT Tricia Linderman, 214.932.6798 [email protected] INVESTOR CONTACT Heather Worley, 214.932.6646 [email protected]
