Private Wealth Advisors: Plano/Frisco
At Texas Capital Bank, we’ve assembled an accomplished team of advisors who work together to simplify your financial life. We understand that each client’s needs are different, so we start by learning about you and your financial goals, then collaborate to create a customized plan to help you achieve them.
Each advisory team is led by a dedicated private client advisor, who works together with our team of investment, banking, financial planning and legal specialists to structure and execute on your strategy.
Private Wealth Advisors
5800 Granite Parkway, Suite 150
Plano, Texas 75024
2 Advisors
Jakub Kubrak is an Executive Director, Senior Private Client Advisor with more than 14 years of financial industry experience creating solutions for affluent high net worth individuals, families, and business owners. Jakub delivers comprehensive wealth management advice and services, including concierge private banking, mortgage financing, investment management and trust and estate administration. The advice is integrated by the development of a customized financial and wealth transfer plan designed specifically for each client. Jakub’s role on the team is to seamlessly manage the overall relationship, coordinate with the clients’ attorneys and tax counsel, as well as to provide expertise on wealth advisory, investment management, credit, and fiduciary services.
Prior to Texas Capital Bank, Jakub was a Vice President at Fisher Investments where he championed client retention and on-boarding for 9 years. Prior to Fisher, Jakub spent time at JP Morgan Chase, Deutsche Bank and Rockwell Securities. Jakub played professional hockey in Europe before beginning his career in banking.
Jakub graduated Cum Laude with a Bachelors degree in Criminal Justice with specializations in Psychology, Sociology and Finance from Johnson & Wales University in Providence, Rhode Island.