LAKE JACKSON, Texas– TDECU is pleased to announce Wes Garner as President of TDECU Wealth Advisors. Garner was selected in late 2015 to grow the credit union’s wealth management division. With more than 15 years’ experience in helping his clients manage their financial goals, Wes comes to the $2.9 billion organization having served as Senior Vice President for BBVA Wealth Management, and as President of Wealth Management at Independent Bank.
In his new role, Wes has expanded the TDECU Wealth Advisors team, adding three new advisors and two assistants since early 2016. He plans to fill out the team with the addition of specialists, including a dedicated Chartered Retirement Planning Specialist (CRPS®), a credentialed insurance specialist, and an Employer retirement plan and executive benefits specialist focused on the needs of business owners who are TDECU Members.
“Having high levels of expertise on our team is vital to building the trust of our clients, and in fulfilling the duties of true wealth management. We intend to provide experienced, high quality professionals to deliver financial strategies to our Members.” In addition to the traditional advisory team, Garner is developing a robust digital platform offering online advice, guidance, and portfolio management to bring tech-savvy and millennial investors an experience designed around their needs.
TDECU President and CEO Stephanie Sherrodd notes, “Wes is governed by the principle that there are no short cuts in building deep relationships with TDECU Members. He takes the necessary time to understand the needs and wants of each of our Members, knowing his insight and wealth management approach play an important role in their financial success and well being.”