wealth strategist | Bankers Digest

Ott Joins Texas Capital Bank as Senior Vice President and Wealth Strategist

November 3, 2022 by Neil Ferguson

Dallas-based Texas Capital Bank recently hired John Ott to serve as senior vice president/wealth strategist. He has the knowledge and skills necessary to help his clients achieve complex estate planning and business planning. Ott brings to the bank more than 20 years of experience practicing law. He is board certified in estate planning and probate … Read more

Leonard Joins Private Bank at PlainsCapital as Wealth Strategist

February 27, 2021 by Neil Ferguson

Dallas-based PlainsCapital Bank recently welcomed Bill Leonard to its private bank as wealth strategist in Fort Worth. He will develop customized financial plans and investment strategies for The Private Bank’s clients, aligning their assets with their goals. Leonard joins PlainsCapital Bank having previously served in the private bank of a large national bank as senior … Read more

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About

Bankers Digest is your source for Texas banking news and information, including bankers on the move, bank developments across the state, industry updates, regulations and job opportunities. Click here to contact the editorial department.

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