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Moody Bank Logo Personal Business Wealth Management Resources About us

Texas Roots, Global Reach 

Our Texas roots run deep - but we're proud to serve far beyond the Lone Star State. For nearly 100 years, we've been offering world-renowned dedicated wealth management with the personal service of a community bank. Today, we serve our founding families and clients across the globe through financial centers in Southeast and Central Texas. 

 

Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.

Choose Your Goal

 

Moody Bank Wealth Management & Trust has served families and organizations for generations because we're good at what we do. Today we are responsible for more than $30 billion in assets.

 

Our experienced team provides customized wealth management, estate planning and administration, investment management services and trust services to help individuals, families, trusts, businesses and non-profits meet their financial goals.

 

 

Build Wealth

 

Building wealth is an important goal at every stage of life. At Moody Bank Wealth Management & Trust, we work closely with you to customize a roadmap to grow your wealth within your objectives and risk tolerance. It is a plan to fund your lifestyle and goals over a lifetime. 

 

Estate Planning | Trust Services |  Asset Consolidation | Financial Analysis

 

Manage Wealth

 

You may be busy running a business, raising a family or enjoying life. Count on us for the oversight, knowledge and experience to help manage your asssets. We develop a customized plan and set of services to accomplish the following:

  • Achieve your financial goals
  • Potentially reduce tax liabilities
  • Avoid unneccessary risk
  • Use credit strategically
  • Establish long-term care plans for older adults and the disabled 

Investment Management  |  Estate Administration and Planning  |  Trust Services  |  Endowment, Foundation or Charitable Trust Management  |  Real Estate and Property Management  |  Oil, Gas and Mineral Interest Management  |  Agency Services for Trustees and Executors  |  Life Management, Special Needs and Senior Care

 

Transition Wealth

 

We all have different visions of how we see our assets making a difference down the line. Some plan to pass it along to future generations. Others wish to create a philanthropic legacy. Whatever your plans include, our legal and accounting advisors are here to help see them through. 

 

Transition Plan Creation  |  Evaluate Asset Value  |  Identify Tax-Efficient Options for Wealth Transfer  |  Trust Establishment  |  Money Management for Foundations and Trusts

 

Create and Manage Trusts

 

If you want to create a trust or you have been named as a trust beneficiary, come to us for easy-to-understand guidance. There are a diverse range of complex options and responsibilities that we'd be happy to review with you to find the best fit for your needs. The benefits to placing assets in a trust include:

  • Take Control of Your Wealth
  • Protect Your Legacy
  • Check Opportunities to Minimize Estate Taxes and Court Costs
  • Allow Assets to Pass Outside of the Probate Process

 

Here's How We Can Help

 

Our Services

 

Agent. Custodian. Trustee. Executor. Our customers have been depending on us to fill a variety of roles since 1927. While needs and options have changed throughout the years, one thing will always stay the same: At Moody Bank, we'll always deliver the options that fit your lifestyle, the expertise to best serve your assets, and personalized service you can trust.

  • Investment management accounts
  • Custody relationships
  • Estate settlement
  • Personal trusts including revocable and irrevocable trusts
  • Endowments, foundations or charitable trusts
  • Guardianships, court-ordered, special needs, or supplemental needs trusts
  • Real estate oil and gas, or mineral investment management
  • Agency accounts
  • Retirement accounts

Wealth Management

From generational clients to first-time Moody Bank customers, we make building, managing and transitioning wealth a seamless process. Our full range of services includes:

  • Trustee
  • Investment manager
  • Asset manager for real estate property, farms and ranches, mineral, and other assets (even alligator farms- seriously!)
  • Custodian
  • Guardian
  • Administrator, including for scholarships, employee benefit plans and 401Ks
  • Executor
  • Liaison to accounting and legal advisors
  • Safe keeper of assets and records

Trust and Fudiciary Services

It is no surprise that trust fiduciary services are the heart of our business. After all, we started serving our founding families nearly 100 years ago. And we will continue to serve with objectivity, continuity and unparalleled experience for every type of trust, including revocable, irrevocable, marital, bypass, testamentary, charitable and more.

Count on us to be your:

  • Agent
  • Custodian
  • Trustee
  • Co-trustee
  • Successor trustee 
  • Management trust
  • Executor
  • Agent for executor or trustee

Mineral Asset Management

Being a Texas bank, we know our way around the oil and gas industry. We're experts in servicing oil and gas properties owned by individuals, companies, trusts, financial institutes, charities and foundations.

  • Competitive rates and flexible terms
  • One-time close construction loans available
  • Buy, build or expand 

Real Property Management

We manage all types of real estate, including residential, commercial, farm and ranch.

  • Negotiation of real estate purchases and sales
  • Lease negotiations
  • Negotiation of contracts for maintenance, repairs and capital improvements
  • Management of property taxes and insurance

Wayne H. Madsen

Executive Vice President | Chief Trust Officer

 

409.632.5435 Office

2302 Post Office Street

Galveston, Texas 77550

 

As Executive Vice President and leader of the Wealth Management Division, Wayne Madsen brings a high level of expertise to Moody Bank’s Wealth Management and Trust customers. Wayne joins the Moody Bank family with more than 22 years in trust banking knowledge. Wayne’s strong wealth management background, combined with his legal expertise makes him a valuable asset to the bank.

Specialties under his leadership include investment management, financial planning, wealth advisory services, trust administration, estate settlement, charitable trusts and foundations, custodial services, farm and ranch management, as well as mineral management. Wayne served recently as Group Executive Vice President of the Wealth Management Division at Broadway National Bank in San Antonio.   Prior to that, Wayne was managing director for a Wealth Management Department at The Northern Trust Company in Chicago, IL.

Education:

The John Marshall Law School, Chicago, Illinois; Juris Doctor (J.D.)

The University of Texas, Austin, Texas; Bachelor of Business Administration, Petroleum Land Management (BBA)

 

John B. Smith, CTFA

Executive Vice President

 

409.632.5234 Office

2302 Post Office Street

Galveston, Texas 77550

 

John Smith is dedicated to giving personal service and always doing what is in the client’s best interest. He has a wide range of experience and certifications to stay abreast of the most current issues and regulations that impact wealth management and trust to best guide his clients.

Having worked in trust banking since 1989, and holding senior management positions, John is experienced in a variety of personal and professional issues. His trust and estate administration career includes working with high net and ultra-high net worth clients.

Education:

Southern Trust School, Birmingham, Alabama

Graduate Trust School at Northwestern, Evanston, Ill

Auburn University, Auburn, Alabama, Bachelor of Business Administration, Finance (BBA)

 

Certification:

American Bankers Association designation as a Certified Trust and Financial Advisor (CTFA)

 

 

Stephanie A. McGee, CPA

Senior Vice President

 

409.632.5231 Office

2302 Post Office Street

Galveston, Texas 77550

 

Stephanie McGee believes in giving personal service as she works with individuals and foundations to achieve their trust investment goals. She brings more than 20 years of experience in bank finance and investment portfolio management to her role as Trust Investment Officer for Moody Bank Wealth Management & Trust.

Stephanie is a Certified Public Accountant (CPA) and has experience as a bank chief financial officer, investment portfolio manager and community bank business consultant. This experience helps her to develop plans, track trends and manage investments for her Trust clients.

Education:

Sam Houston State University, Master of Business Administration (MBA)

University of Houston, Houston, Texas, Bachelor of Business Administration, Marketing (BBA)

 

Certification:

Certified Public Accountant

 

 

 

Stephen R. Soper, CFP®, CIMA®, CTFA, CRC®

Senior Vice President

 

409.632.5237 Office

2302 Post Office Street

Galveston, Texas 77550

 

As a Senior Wealth Manager, Stephen is responsible for working with high-net and ultra-high-net worth individuals, as well as, institutional clients to develop personal investment policy statements, assist with portfolio management, and advise on retirement, trust and estate planning issues.  Stephen provides financial planning services to build, manage, protect, and transition client’s wealth. Stephen has over 27 years of experience in the financial field working with an institutional money management firm in Connecticut, and major commercial banks in New York, California, and Connecticut. Previously, Stephen was a University Finance and International Business Professor at UCLA Extension and National University in Los Angeles CA, and at the University of Politécnico Grancolombiano and University of Javeriana in Bogotá, Colombia.

 

Education:

University of Bridgeport, Bridgeport, Connecticut, Master of Business Administration, Finance (MBA)

University of Bridgeport, Bridgeport, Connecticut, Bachelor of Science, Marketing and Economics (BS)

American Bankers Association Graduate Trust School

UCLA Financial Planning

 

Certifications:

Certified Financial Planner (CFP ®)

Certified Investment Management Analyst (CIMA®)

American Bankers Association Certified Trust and Financial Advisor (CTFA)

International Foundation for Retirement Education, Certified Retirement Counselor (CRC®)

UCLA, Certificate in Personal Financial Planning (PFP)
International Research Association, Licensed International Financial Analyst (LIFA)

Toby E. Sessions, CFP®, CTFA

Senior Vice President

 

281.998.6831 Office

850 North Eldridge Parkway

Houston, Texas 77079

 

Toby, a Houston area native, has more than 25 years of wealth management, estate settlement and trust administration experience. He brings his skills as a Certified Financial Planner professional (CFP®) and a Certified Trust and Financial Advisor (CTFA) to help his clients look at the whole picture. He not only explains how their personal trust, estate settlement, IRA and institutional trust accounts work, but how those accounts may impact other areas, including taxes, insurance, retirement and estate planning.

 

Education:

University of Houston at Clear Lake, Bachelor of Business Administration (BBA)

 

Memberships:
Houston Estate and Financial Forum

Committee of the Texas Bankers Association-Wealth Management and Trust Division (past)

 

 

Julie M. Keena, CRSP, CISPA

Senior Vice President

 

409.632.5239 Office

2302 Postoffice Street

Galveston, TX 7755

 

Julie administers Retirement plans, IRA’s and Custody accounts in the Moody Bank Wealth Management & Trust Division.  She also manages Moody Bank's trust operations. She has over 25 years of experience in wealth management and trust operations. Julie is a Certified Retirement Services Professions (CRSP) and a Certified IRA Services Professional (CISP).  She graduated from the Galveston College and attended the University of Houston at Clear Lake.

 

Memberships:

Certified Retirement Services Professional (CRSP)

Certified IRA Services Professional (CISP)

 

 

 

 

Contact Us

Contact our Wealth Management team. Count on us for personal service, in-depth experience and sophisticated tools to protect your assets and achieve your financial goals. Call us at 833-690-9851.

 

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