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
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.
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®.
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.
Austin/Dallas/Fort Worth/ Houston/San Antonio, TX214.210.3051
A CERTIFIED FINANCIAL PLANNER™ professional, Diarra will design your financial strategy and continue to work closely with the team to make adjustments as needed over time. Simply put, Diarra helps to translate your goals into an actionable financial plan. He also holds the Chartered Advisor in Philanthropy® designation. He earned a MSPFP from Kansas State University and a BBA from the University of Oklahoma.
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 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.