We are the Wealth Management Group of Southside Bank, a publicly traded $5.2 billion bank based in Tyler, Texas. We have been meeting the financial needs of our clients for more than 50 years and providing wealth management services for almost 30 years.
Our portfolio managers and trust administrators have more than 100 years of combined experience. We provide investment management, trust, employee benefit, and custody services. Our clients include individuals, families, corporations, employee benefit plans, and foundations.
We are passionate about what we do, believing we are able to bring to our clients the best of both worlds - world class resources and local decision makers - with the highest levels of accountability and service.
We would welcome the opportunity to share more fully with you how we go about meeting the financial and estate planning needs of our clients.
Trust Administration Group:
|Kim Partin, CPA, CTFA, Senior Vice President & Trust Officer||903-535-2378||kim.parti[email protected]|
Investment Services Group:
|Douglas G. Bolles, Executive Vice President & Senior Trust Officer||903-533-7394||[email protected]|
|Michael Custer, CFA, Senior Vice President & Senior Investment Officer||903-535-4548||[email protected]|
|Nathan Kelley, Vice President||903-531-7196||[email protected]|
|Matt Renick, CTFA, VP, Chief Operations & Client Service Officer||903-535-2375||[email protected]|