Texas Regional Bank (TRB) has appointed Cody Drake Perez as a Wealth Management Advisor in Brownsville, adding to the firm’s statewide Trust & Wealth Management team.
Perez joined TRB from PNC Wealth Management and has experience in capital markets, complex trading, and client-facing financial services. He will work with individuals and families to develop investment strategies, facilitate portfolio implementation, and support long-term financial planning across Rio Grande Valley communities.
Prior to TRB, Perez served as an advisor at PNC Wealth Management where we helped build financial plans and portfolios for clients across Texas. Before that, he was an Associate Trader on the Advanced Trade Desk at PNC Investments, where he supported the execution of transactions across equities, fixed income, structured products, and alternative investments.
His background includes experience in financial planning and client advisory, developing needs-based strategies and supporting investment decisions across a range of client objectives.
“Cody has unique experience supporting advisors and branches across the country,” said Trey Willerson, Chief Investment Officer. “He brings a technical understanding of capital markets along with the ability to support clients in a practical and disciplined way.”
Perez will work with clients across the region, contributing to investment management and financial planning efforts as part of TRB’s Trust & Wealth Management team.
“TRB has built an investment platform grounded in discipline and long-term perspective,” said Perez. “I look forward to working with clients and contributing to a team focused on thoughtful execution and consistent results.”
Perez holds a Bachelor of Science in Chemistry from Lindenwood University and maintains multiple industry licenses, including the Series 7, Series 6, Series 9, Series 65, and Series 63.
About TRB Trust & Wealth Management
TRB Trust & Wealth Management is a boutique fiduciary division of Texas Regional Bank, providing investment management, estate and trust administration, financial planning, and family office services to help individuals, families, and institutions manage, protect, and transfer wealth across generations.
Operating within TRB’s diversified financial services platform, TRB Trust & Wealth Management combines institutional investment capabilities with relationship-driven service from locally based professionals across Texas.
Learn more about TRB Trust & Wealth Management.
DISCLOSURES
Investment advisory activities offered through TRB Wealth Management, LLC, an SEC registered investment advisor. TRB Wealth Management, LLC does business in the name of TRB Trust and Wealth Management.
Trust and family office services offered exclusively through Texas Regional Bank. The trust department of Texas Regional Bank has engaged TRB Wealth Management, LLC to provide investment advice to Texas Regional Bank for trust department accounts.
The SEC requires distribution of this Form CRS to serve as initial disclosure of our business and compensation practices. Please treat the information as a conversation starter that we can use to discuss our business together in more detail.
