Banking, Investment and Wealth Management
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,400 retail financial centers, including approximately 1,800 lending centers, 2,200 financial centers with a Consumer Investment Financial Solutions Advisor, and 1,500 business centers; approximately 16,400 ATMs; and award-winning digital banking with more than 37 million active users, including over 27 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management. Comerica’s approximately 8,000 colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with selected businesses operating in several other states, as well as in Canada and Mexico. Comerica is among the 25 largest U.S. financial holding companies (as of 9/30/17). Comerica has 431 U.S. banking centers. It is among the DiversityInc top 10 regional companies for diversity.
The Dallas Fed is the Federal Reserve Bank that represents the Eleventh District of the Federal Reserve System. We cover Texas, Southern New Mexico and Northern Louisiana. We are one of the 12 Regional Reserve Banks that make up the central bank of the United States.
Frontier Investment Management is an independent SEC-registered advisor focused on partnering with our clients to maintain, manage and maximize their wealth. Since 1994, Frontier has provided individuals, families and institutions with customized wealth management solutions.
IBERIABANK started in 1887, in New Iberia, Louisiana. For over 130 years, we have focused on growth and a commitment to the community. Today, we continue that dedication by meeting the needs of our clients through comprehensive financial services which include Retail, Commercial, Business Banking, Private Banking, and Mortgage.
Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. The firm is headquartered in New York City, and occupies the entire 34 stories of 250 Vesey Street, part of the Brookfield Place complex, in Manhattan. Merrill Lynch employs over 15,000 financial advisors and manages $2.2 trillion in client assets.
Mobility Credit Union is a financial institution based out of Irving, Texas. We specialize in auto loans, high yield checking accounts, home equity loans, and much more!
We are The Davis/Yost Group at Morgan Stanley Private Wealth Management and have multiple decades of banking, business and investment experience. We provide executive and corporate services, access to cash management and family office services. We believe there is more to wealth planning than investment advice, so we take an integrated, holistic approach in helping you meet your needs and goals. We specialize in Comprehensive Wealth Planning, Investment Management, Sustainable & Responsible Investing, Philanthropy Management, Family Governance & Wealth Education, Retirement & Pension Plans, 10b5-(1) Programs, Pre-Liquidity Planning, Open-Architecture Platform, Manager Selection, Hedging Strategies and Corporate Stock Plans.
Our mission is to provide personal and customized financial services to our customers. We are committed to making your banking experience an enjoyable one. It is my sincere and personal commitment that you will enjoy banking with us and enjoy working with our staff.