Texas Regional Bank Welcomes Woodmir Gervais as Wealth Management Advisor

Texas Border Business

Bạn đang xem: Texas Regional Bank Welcomes Woodmir Gervais as Wealth Management Advisor

– Advertisement –

McAllen, Texas – Texas Regional Bank (TRB) welcomes Woodmir Gervais as Vice President and Wealth Management Advisor. With over 15 years of financial services experience and a distinguished career in corporate banking and military service, Gervais joins TRB to enhance the bank’s comprehensive wealth management offering.

Xem thêm : BTG to Announce the Purchase of Julius Baer Brazil, According to Local Media

Gervais’s career trajectory led him through prominent roles with major financial institutions, where he worked across retail, business, and commercial banking. His role as Vice President and Relationship Manager involved overseeing clients with a focus on business development, credit, and treasury management. Known for his expertise in risk management and client engagement, Gervais excels in tailored financial insights and solutions.

In his new role at TRB, Gervais will provide wealth management strategies and solutions tailored to high-net-worth clients, ensuring their financial goals align with long-term objectives. His extensive background in relationship-driven banking and credit management makes him uniquely suited to address clients’ diverse needs with a personalized approach.

– Advertisement –

Gervais also brings to TRB a legacy of military service, having served over seven years in the United States Army Reserves, demonstrating as a leader and Sergeant the discipline, leadership, and commitment that continue to define his professional approach as a Wealth Management Advisor.

Xem thêm : Envestnet Elevate 2025: Registration Now Open

“We are excited to welcome Woodmir to TRB,” said Trey Willerson, TRB’s Chief Investment Officer. “Woodmir joins an exceptionally strong and experienced investment team in the Rio Grande Valley, led by long-tenured executives Bobby Farris, John Tippit and Linda Roberts. Woodmir’s diverse experience, integrity,and client-first mentality will allow us to continue to build upon the commitment those leaders have made to our clients in South Texas.”

Born in Brooklyn, New York, spending a significant portion of his childhood in Tampico, Mexico, and later settling in McAllen, Texas, Gervais maintains a deep appreciation for diverse cultures and is fluent in Spanish. Having lived in Austin for over a decade, he now resides in McAllen with his wife Johana and their two children, Brooklyn and Brandon. Outside of work, he enjoys BBQing, spending time with his family, and restoring his 1977 Datsun 280z.

Gervais is a graduate of the University of Texas Rio Grande Valley, where he earned a Bachelor’s Degree in Multidisciplinary Studies in Business Management and Legal Studies. He was among the first graduating class from UTRGV, a point of pride as he continues his career in Texas.

– Advertisement –