Private Wealth Advisors: Plano/Frisco

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 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.

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.

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.

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.

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®.