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Houston, TX—Texas Regional Bank (TRB) has appointed Trey Willerson, CFA®, President of TRB Trust & Wealth Management. Willerson will continue to serve as Chief Investment Officer, leading TRB’s Houston-headquartered Trust & Wealth division, which manages more than $4 billion in assets and serves clients throughout Texas.
Willerson holds undergraduate degrees from Southern Methodist University, an MBA from the University of Texas at Austin, and is a CFA® charterholder. He joined TRB in 2024 as Chief Investment Officer and has helped shape the investment philosophy and portfolio discipline that guide the division today. His expanded role preserves continuity in investment leadership while extending his responsibility across the division.
“TRB Trust & Wealth was formed over a decade ago with the mission of doing the right thing for clients in the Rio Grande Valley and has grown into a high-quality statewide team that I feel fortunate to serve,” Willerson said. “We manage over $4 billion in assets through a Texas-based group of investment advisors, trust officers, and operations professionals who choose TRB because client outcomes are the standard by which they measure success.”
Willerson is supported by a senior executive team that includes President of Divisions John Tippit and Chairman of Trust & Wealth Management Bobby Farris, both based in Harlingen, and Brian Cafferky, the division’s Houston-based Chief Operating and Compliance Officer. Cafferky joined TRB in 2024 with more than two decades of experience in financial-services operations, most recently serving as Chief Operating Officer for Cantor Fitzgerald Ireland, and oversees the division’s operations team and compliance program.
“The depth of this organization is highlighted by the talented team we continue to build across Texas,” Cafferky said. “Trey’s appointment sets us up perfectly for the next stage of our growth strategy and provides continuity in our leadership. Fiduciary and operating discipline is central to our ability to deliver consistently for our valued clients across all levels of relationship complexity.”
TRB Trust & Wealth Management provides investment management and fiduciary administration, supported by financial planning and family office capabilities. Its statewide team brings locally based professionals together with centralized investment and fiduciary expertise. As part of Texas Regional Bank, the division can address financial needs that extend beyond a traditional wealth relationship, particularly where banking, business ownership, and long-term wealth intersect.
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.
For more information about TRB Trust & Wealth Management, visit trb.bank/wealth-management.
DISCLOSURES
Investment advisory activities are 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.
