Brad Mayer
Serve and advise individuals and families on the path to achieving their legacy.
- Role
- SVP, Senior Private Client Advisor at Texas Capital
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Brad Mayer
As a Senior Vice President and Senior Private Client Advisor with Texas Capital Bank Private Wealth Advisors, I serve as the leader of my clients\' Central Texas wealth management team. Our team of talented, experienced professionals provides comprehensive, integrated wealth management services and strategic advice focusing on wealth advisory, investment management, customized credit, and trust and estate administration for high net worth individuals, business owners, executives, and their families. By building deep and long-lasting relationships with my clients, their families and other trusted advisors, I help my clients protect, manage, and grow their wealth to achieve their legacy.I earned an MBA from the Kelley School of Business at Indiana University and a BBA from the Hankamer School of Business at Baylor University. I have been a CERTIFIED FINANCIAL PLANNER ™ since 2012. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER ™ and CFP® in the U.S.Texas Capital Bank Private Wealth Advisors offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (the “SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. The information contained herein does not constitute investment advice or a recommendation for you to purchase or sell any specific security. Individuals are urged to consult with their own tax or legal advisors. Texas Capital Bank Private Wealth Advisors does not endorse any third-party communications posted on this page.
Experience
SVP, Senior Private Client Advisor
Jun 2022 — Present · Austin, TX, US
Texas Capital Bank Private Wealth Advisors offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (the “SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. The information contained herein does not constitute investment advice or a recommendation for you to purchase or sell any specific security. Individuals are urged to consult with their own tax or legal advisors. Texas Capital Bank Private Wealth Advisors does not endorse any third-party communications posted on this page.
Education
Baylor University - Hankamer School of Business
BBA, Finance
Indiana University - Kelley School of Business
MBA, Finance
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