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Private Wealth Advisors: Dallas

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

2000 McKinney Avenue, Suite 1800
Dallas, TX 75201
214-210-3092

11 Advisors

William Floyd

William Floyd

Assistant Vice President, Private Wealth Associate

Dallas, TX

469.399.8513

Contact William

William Floyd is an Assistant Vice President with Texas Capital Bank Private Wealth Advisors. He joined the team in 2021 with over a decade of client management experience. William enjoys serving his high-net-worth clients by helping families and business owners to implement wealth management strategies to achieve their unique goals and create lasting legacies. William graduated with a BBA as well as an MBA from the Cox School of Business at Southern Methodist University. In his free time, William volunteers as a youth group leader for Highland Park United Methodist Church.

Carole Sprague

Carole Sprague

Senior Vice President

Dallas, TX

214.932.6717

Contact Carole

Carole began her career with Texas Capital Bank as a Banking Center Manager at Corporate Headquarters where she gained great insight into client onboarding, bank operations and customer service. She then joined the Funds Management Group, assisting clients with specialized investment products. Now as a deposit concierge, Carole provides custom solutions to high net worth individuals and affluent families while creating the ultimate client experience. She also volunteers her time with Children’s Relief International Organization and has served as Board Member and Club Chaplain for the Oak Cliff Lions Club.

Annie Williams

Annie Williams

Private Wealth Analyst

Dallas, TX

469.399.8597

Contact Annie

Annie Williams is a Private Wealth Analyst with Texas Capital Bank Private Wealth Advisors. Annie’s role includes assisting the investment team with research and analysis, working closely with banking advisors on deal pitches and strategy meetings, in addition to supporting private client advisors in the development of client pitch materials and client analysis. Annie started full-time at Texas Capital Bank in 2019 as a credit underwriter in the Commercial Banking Development Program after previously interning for Texas Capital Bank. Annie continued her career to be a risk analyst for commercial and industrial which consisted of conducting qualitative and quantitative analysis for current and prospect borrowers. Annie graduated from Southern Methodist University with a Bachelor of Science in Economics with Financial Applications.

Nancy Champion

Nancy Champion

Senior Vice President, Investment Advisor

Dallas, TX

469.399.8423

Contact Nancy

Nancy has over 20 years of experience in investment management. She works with families, entrepreneurs, corporate executives, and not-for-profit organizations to design investment portfolios to help clients reach their unique financial goals. Nancy believes strongly in the benefits of translating complex financial concepts into “plain English” for her clients. A CFA charter holder, Nancy earned her BBA from Texas Christian University.

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Annie Williams

Associate Private Client Advisor

Dallas, TX

469.399.8597

Contact Annie

Annie Williams is an Associate Private Client Advisor with Texas Capital Bank Private Wealth Advisors. She provides meaningful experiences to clients by taking the time to understand their priorities and goals. Annie provides comprehensive advice that includes wealth advisory, custom credit solutions, and financial planning. Annie started at Texas Capital Bank in 2019 as a credit underwriter in the Commercial Banking Development Program after previously interning for the bank. She continued her career as a risk analyst for the Commercial Bank where she provided qualitative and quantitative analysis for current and prospective borrowers. Annie is a graduate from Southern Methodist University with a Bachelor of Science in Economics with a focus on Financial Applications.

Sherell Jefferson

Sherell Jefferson

Senior Vice President, Private Client Advisor

Dallas, TX

469.399.8451

Contact Sherell

Sherell Jefferson is a Senior Vice President and Private Client Advisor. Sherell takes pride in understanding the priorities and goals of her clients. She delivers holistic financial planning solutions and expertise on a variety of wealth management issues for high net-worth individuals and closely held business owners. Specializing in asset management and wealth planning for over 13 years, Sherell is well-versed in business transition and C-Suite executive compensation strategies. Together, with a team of advisors, she will deliver comprehensive financial strategies and advice tailored for each of her clients. Prior to joining Texas Capital Bank, Sherell was a Wealth Advisor with Regions Bank- Private Wealth Management. Sherell is a Certified Wealth Strategist® She is a graduate of Louisiana Tech University- Ruston, LA

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Hailee Binet

Vice President, Investment Advisor

Dallas, TX

469.399.8460

Contact Hailee

Hailee Binet is a Vice President and Investment Advisor with Texas Capital Bank Private Wealth Advisors. She serves high net worth clients, helping to create investment strategies that fit their long-term goals. Hailee’s role also includes building and maintaining the investment model portfolios, trading discretionary client accounts, and conducting due diligence for manager selection. She assists the Chief Investment Officer with ongoing portfolio management and research. Hailee started full-time at Texas Capital Bank as a credit underwriter after previously interning for Texas Capital Bank Private Wealth Advisors. As a credit underwriter, she went through a rigorous 10-month training program, in which she conducted in-depth debt analysis on companies within various industries, including general commercial and industrial, commercial real estate, energy, and mortgage servicing. Hailee graduated from Southern Methodist University’s Cox School of Business with a Bachelor of Business Administration in Finance.

Steve Orr

Steve Orr

Executive Vice President, Chief Investment Officer

Dallas, TX

214.932.6852

Contact Steve

Steve is the Chief Investment Officer for Private Wealth Advisors. He is responsible for the strategy, construction and performance of client portfolios and trusts. With over 30 years of portfolio management experience, Steve joined Texas Capital Bank from Communities Foundation of Texas where he managed investments and helped to raise the Foundation’s performance to among the highest in their peer groups of universities and foundations. Steve earned his Bachelor of Arts in Economics and a minor in Math from the University of Texas at Austin, a Masters in Business from Texas State and a Juris Doctorate from St. Mary’s School of Law. He is an attorney, CFA® and CMT® charter holder.

Danny Krenger

Danny Krenger

Vice President, Private Banking Relationship Manager

Dallas, TX

214.932.6868

Contact Danny

Danny Krenger is a Vice President and Private Banking Relationship Manager with Texas Capital Bank Private Wealth Advisors. In his role, Danny serves as a banking specialist providing comprehensive custom credit and deposit solutions to high-net-worth individuals and affluent families. He offers advice and services including concierge private banking, commercial real estate lending, residential mortgage financing, one-time-close construction loans, ranch loans, securities-based lines of credit and other lending structures. Prior to joining Texas Capital Bank, Danny worked in energy banking for two years as a portfolio manager. He enjoys working with business owners and individuals as they consider various lending strategies to achieve their goals and objectives. Danny has Bachelor of Business Administration degrees in Finance and Energy Management from the University of Oklahoma.

Hailee Binet

Hailee Binet

Private Wealth Associate

Dallas, TX

469.399.8460

Contact Hailee

Hailee Binet is a Vice President and Investment Advisor with Texas Capital Bank Private Wealth Advisors. She serves high net worth clients, helping to create investment strategies that fit their long-term goals. Hailee’s role also includes building and maintaining the investment model portfolios, trading discretionary client accounts, and conducting due diligence for manager selection. She assists the Chief Investment Officer with ongoing portfolio management and research. Hailee started full-time at Texas Capital Bank as a credit underwriter after previously interning for Texas Capital Bank Private Wealth Advisors. As a credit underwriter, she went through a rigorous 10-month training program, in which she conducted in-depth debt analysis on companies within various industries, including general commercial and industrial, commercial real estate, energy, and mortgage servicing. Hailee graduated from Southern Methodist University’s Cox School of Business with a Bachelor of Business Administration in Finance.

Roy G. Popham

Roy G. Popham

EVP, Senior Private Client Advisor

Dallas, TX

214.932.6873

Contact Roy

Together with a team of advisors, Roy delivers comprehensive advice including wealth advisory, investment management, custom credit solutions, personal trust services and concierge private banking to high-net-worth individuals and families. With more than 30 years of experience advising clients and with his deep understanding of investments, estate planning, financial planning and philanthropy, he assists his clients in achieving their goals and objectives. Prior to joining Texas Capital Bank, Roy was a Managing Director with the JPMorgan Private Bank. He is a graduate of the University of Texas.