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
Private Client Advisor - Practice Lead
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®.
Colin Boddicker is a Private Client Advisor with more than 18 years of experience delivering comprehensive wealth advisory and investment management solutions to high net worth and affluent clients. He holds the Certified Private Wealth Advisor® (CPWA®) designation from the Investment & Wealth Institute™. This is an advanced education and certification program created specifically for wealth managers who work with affluent clients on the life cycle of wealth: accumulation, preservation, and distribution. In his spare time, you might find Colin on TV or radio as a color commentator for TCU basketball games.
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.
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.
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.
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.
Hailee Binet is a Private Wealth Analyst 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.
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.
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.
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.
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.