September 5, 2026
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Security
FDIC-Insured – Backed by the full faith and credit of the U.S. Government
FDIC-Insured – Backed by the full faith and credit of the U.S. Government
FDIC-Insured – Backed by the full faith and credit of the U.S. Government
Texas Regional Bank is merging two of its service divisions. Moving forward, the bank’s Trust Division and its Wealth Management Services are rebranding into a single division known as TRB Trust and Wealth Management.
Through this strategic alignment of resources and talent, TRB enhances its Trust and Wealth Management services offered throughout the bank’s footprint, while maintaining a boutique and highly-customized client experience. “With the alignment of trust and wealth management into a single division, TRB is well positioned to provide our clients with careful stewardship of assets and informed peace of mind about their financial lives,” said Trey Willerson, President of TRB Trust and Wealth Management.
United as a new bank division, TRB Trust and Wealth Management will provide trust and estate administration services through the Trust Department of the bank, alongside investment advisory services from TRB Wealth Management, LLC, a Registered Investment Advisor with the Securities and Exchange Commission.
TRB Trust and Wealth Management is led by President and Chief Investment Officer Trey Willerson, and Chief Operating and Compliance Officer Brian Cafferky. Bobby Farris continues to actively shape the future of the business through his role as Chairman and as a lead advisor in the Rio Grande Valley.
A more complete overview of TRB Trust and Wealth Management can be found at TRB Trust and Wealth Management.
Investment and insurance products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission
Form CRS | Form ADV | Advisor Info
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.
