Private Wealth Advisors: San Antonio
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
745 East Mulberry, Suite 400
San Antonio, TX 78212
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.
Jean delivers comprehensive personal trust services in her role as Vice President and Senior Fiduciary Officer with Texas Capital Bank Private Wealth Advisors. With more than 30 years of experience in all areas of trust management, estate settlement, and client service, Jean assists clients with highly complex fiduciary matters.
Cristina provides comprehensive custom credit and deposit solutions to high net worth individuals and affluent families. Drawing on her extensive background in commercial banking, she excels in helping business owners as they consider various borrowing strategies to achieve their personal goals and objectives.
As an Investment Advisor, David works closely with his clients to align their investment portfolio with their short-term and long-term goals, focusing on portfolio management across multiple asset classes. Throughout his career, he has served as an advisor to a wide range of clients, including foundations, endowments and profit-sharing plans. He is a CERTIFIED FINANCIAL PLANNER™ professional.
A San Antonio native, Eric serves as an advisor to both natives and newcomers, helping individuals, families and business owners design and execute their financial plans. Active in the community, Eric is on the board of the Order of the Alamo, and a member of the Texas Cavaliers and the San Antonio German Club.
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.