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MEMBER PROFILE

 

Brad Mayer

Texas Capital Bank

 

Member profile details

Membership level
Austin Sponsor
First name
Brad
Last name
Mayer
Title
Senior Private Client Advisor
Company
Texas Capital Bank
 

XPX ROLE

Chapter Sponsorship Type
Annual
 

CONTACT INFORMATION

City
Austin
State
Texas
 

PROFILE INFORMATION

Call me when
an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.
Profession
  • Banker
  • Wealth Manager
Functional Expertise
  • Business development
  • Capital markets
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Lending
  • Philanthropy
  • Retirement
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
Professional Certification(s)
Certified Financial Planner
In Business Since
2005
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