Strong. Safe. Secure.
These three words inspire confidence, often describing things you trust and in which you believe. It’s these three words that we use to describe you. With you in mind, we are proud to introduce TRB International Private Banking.
You’ve become successful through hard work, focused goals and finding opportunities to grow your business and personal assets. The TRB International Private Banking team understands the complexities of managing significant wealth and will work with you to develop a highly customized financial strategy that evolves as you and your family do. We share your values and, like you, Texas Regional Bank is strong, safe and secure.
Our Services
International Private Banking services are highly customized to meet your specific needs. With skilled advice and personalized service from your private banker, you will have access to our best financial services. Our experienced professionals offer convenient deposit services, sophisticated wealth management tools, trust and estate planning, and creative financing solutions.
Banking
In addition to all the electronic banking features you expect, we provide a dedicated banker you can talk to and meet with when you prefer one-on-one time. Our banking products, like deposit accounts and savings accounts, were built to make daily transactions more efficient for our customers.
Brokerage
International Private Banking also has a dedicated Financial Advisor who focuses on you. With a full array of products and services including stocks, options, bonds, mutual funds and managed accounts, we are well positioned to help you find the right mix of products and specific investments to help meet your financial needs.
Wealth Management
Our wealth management professionals provide a consultative approach to asset management that takes into consideration the entirety of your wealth. Your portfolio manager, working closely with the private banking team, will analyze a variety of factors, including risk tolerance, personal values, family situation, financial goals, income needs, time horizons and existing assets to tailor your unique asset allocation strategy.
Trust & Estate Services
TRB trust and estate services specialists have a wealth of experience to help you provide for your beneficiaries tomorrow while protecting your assets today. They also can provide more specialized services such as real estate and specialty asset management, philanthropic planning, and legacy and special needs trusts.
Real Estate Investments
Our lenders have a firm understanding of the Texas real estate market and experience with international investments. Whether you are purchasing a vacation property, second home or a commercial property in Texas, our team will confidently guide you through the loan process.
Relationship Building
As an International Private Banking client, you’ll have a close relationship with a dedicated team of bankers and financial advisors using a holistic method. An assigned relationship manager, your single point of contact, will have a primary objective of providing personalized service and offering customized financial products in a customer centric team approach. This concierge style of banking is uniquely structured to help successful high net worth families, professionals and business owners reach their financial goals.
Meet Our Team
Eduardo Caso
SVP/International Private Banking
956-428-7400
Leticia A. Villarreal
Vice President
956-217-6035
Rogelio Vela
Assistant Vice President
956-217-6034
Enrique Lopez
Wealth Management
956-972-5412
Monica Obregon
Administrative Officer/BSA
Norma Rodriguez
Administrative Assistant
956-217-6033
Investment and insurance products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
Registered with OBS Financial Services, Inc. as a Registered Investment Advisor with the Securities and Exchange Commission