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
As a banking specialist, Danny provides comprehensive custom credit and deposit solutions to high net worth individuals and affluent families, including concierge private banking, construction and real-estate secured loans and securities-based lines of credit. He enjoys working with business owners and individuals as they consider various borrowing strategies to achieve their goals and objectives.
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.
Assistant Vice President, Private Wealth Associate
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.
Vice President, Financial Planner
Austin/Dallas/Houston/Fort Worth/Plano/San Antonio, TX210.390.3868
Corey Mowen is a Vice President and Senior Financial Planner. Corey is passionate about helping people find short and long-term solutions to meet financial goals. Prior to joining Texas Capital Bank, Corey was an Investment Advisor for 1900 Wealth Management, a San Antonio based RIA. During his tenure, Corey was responsible for all aspects of the RIA business from compliance to client management. Corey serves on the Board for the Financial Planning Association of San Antonio and South Texas and the Mission Engagement Committee for Morgan’s Inclusion Initiative. Corey holds an undergraduate degree from Texas Tech University, a Doctorate of Physical Therapy from UT Health Sciences Center at San Antonio, and a Masters of Personal Finance from College for Financial Planning. Corey also holds certifications as a Chartered Retirement Planning Counselor, CRPC®, Accredited Portfolio Management Advisor, APMA®, and a Master Planner Advanced Studies, MPAS®.
Utilizing her background in hedge funds and portfolio construction, Emily helps business owners and high-net-worth families formulate holistic wealth management plans, and works closely with each one to monitor and adjust strategy to keep pace with their goals.
Wesley believes in a disciplined investment process, one that balances fundamental analysis with overall risk tolerance to help his clients reach their financial goals. Along with the team, he works to identify high quality investments, utilizing his years of experience evaluating opportunities across a range of industries in both the domestic and international arenas. He holds the Chartered Financial Analyst® designation.
Hailee Binet is a Private Wealth Associate 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 portfolios, trading discretionary client accounts and conducting due diligence for manager selection. She assists the Chief Investment Officer with ongoing portfolio management and research.
Larry serves as our Private Client Practice Lead and actively manages a small portfolio of clients. Larry possesses a wealth of experience advising high-net-worth families and business owners, with specialized knowledge in investments, insurance and business succession planning. He is a Chartered Financial Consultant® and a Chartered Life Underwriter®.
Richard carefully constructs investment portfolios which complement the overall strategy and direction of his clients’ financial plans. With years of experience, Richard has a gift for distilling the complexities of the market into actionable steps; his advice has appeared in both The Wall Street Journal and The Dallas Morning News. He is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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.
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.
Head of Statewide Planning & Trust
Austin/Dallas/Fort Worth/ Houston/San Antonio, TX972.963.3010
Ben directs the work of our planning and trust staff and consults with high-net-worth clients about estate planning, business succession and philanthropic strategies designed to achieve each client’s particular goals and objectives. Ben is a fellow in the American College of Trust and Estate Counsel, board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and the former chair of the Estate and Gift Taxes Committee for the American Bar Association’s Section of Taxation.
As one of the early hires at Texas Capital Bank, Wendy has held a variety of banking positions. She began her tenure as a Relationship Manager in commercial lending, where she built out the centralized consumer lending initiative for the bank. In her current role with the Private Wealth Advisors group, Wendy leverages her lending expertise to help business owners and high net worth individuals consider various deposit and borrowing strategies. An active member in her community, Wendy has served on the board of the Oak Cliff Lions Club and holds PADI Divemaster certifications.
Senior Vice President, Private Client Advisor
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
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.