HOUSTON, Oct. 17,
2023 /PRNewswire/ -- Linscomb & Williams
(L&W), a Cadence Bank (NYSE:
CADE) subsidiary, announced today several updates to
their wealth management team. The individuals listed below will
serve as strategic leaders and advisors, each bringing a wealth of
experience and expertise in their respective fields. As part of
L&W's ongoing dedication to providing top-tier, holistic wealth
management services, these team members play integral roles in
elevating client service and driving growth initiatives.
- Daniel Thornton has been
promoted to chief operations officer, overseeing L&W's Wealth
Services and Technology teams. Thornton will spearhead efforts to
leverage resources at the firm, advancing how L&W works both
internally and with clients. Thornton previously held the role of
director of operations and joined L&W in June 2021.
- Hernaldo Rivera Jr.
assumed the role of director of business development, focusing on
client development initiatives and collaborating closely with the
team to cultivate opportunities for client growth. Riveria's career
spans 20 years building sales territories and relationships within
the investment industry.
- Neal Wadley, CFP®,
CIMA® has been serving as a director, wealth advisor
and continues to further develop the firm's family office services.
Wadley's expertise and dedication to comprehensive planning and
advisory services will be instrumental in providing clients with
top-tier financial planning and investment solutions.
- Lucas Veldhuis,
CFP® joined the L&W team as principal, wealth
advisor, bringing experience working with high-net-worth families.
Veldhuis was formerly a Houston-based wealth advisor and prior thereto
a senior advisor in Alaska.
"We are thrilled to welcome and see the advancement of these
outstanding professionals to the growing Linscomb &
Williams team," said Phillip Hamman,
president and CEO of Linscomb & Williams. "Their diverse
talents and deep expertise will undoubtedly enhance our ability and
aim to deliver an exceptional experience for our clients."
To learn more about the new team members and comprehensive
wealth management services offered by Linscomb & Williams,
please visit linscomb-williams.com.
About Linscomb & Williams
Linscomb & Williams (L&W) is a fee-only, wealth
management firm, offering holistic investment and financial
planning services. L&W is headquartered in Houston, Texas, with offices in Birmingham, Alabama; Huntsville, Alabama; Atlanta, Georgia; Austin, Texas; and The Woodlands, Texas. L&W is a
registered investment advisor (RIA) providing tailored planning and
investing strategies aimed at helping investors grow and preserve
their wealth during life's many unique stages. Through a dedicated
committee and collaborative team approach, L&W aims to deliver
exceptional service and expert advice. The firm's advisors have
various backgrounds in law, investments, tax, accounting and/or
financial planning. Linscomb & Williams is a wholly owned
subsidiary of Cadence Bank.
About Cadence Bank
Cadence Bank (NYSE: CADE) is
a leading regional banking franchise with approximately
$50 billion in assets and over 350
branch locations across the South and Texas. Cadence provides consumers, businesses
and corporations with a full range of innovative banking and
financial solutions. Services and products include consumer
banking, consumer loans, mortgages, home equity lines and loans,
credit cards, commercial and business banking, treasury management,
specialized lending, asset-based lending, commercial real estate,
equipment financing, correspondent banking, SBA lending,
foreign exchange, wealth management, investment and trust services,
financial planning, retirement plan management, and personal and
business insurance. Cadence is committed to a culture of respect,
diversity, inclusion and belonging in both its workplace and
communities. Cadence Bank, Member
FDIC. Equal Housing Lender.
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SOURCE Cadence Bank and Linscomb
& Williams
