Houston, Texas—Joe Klein joins TRB Trust and Wealth Management as Wealth Management Advisor, bringing more than two decades of experience in investment strategy, financial planning, and relationship management. Based in Houston, Klein will focus on advising high-net-worth individuals, business owners, and families while supporting the continued growth of TRB’s presence in the Greater Houston region.
Throughout his career, Klein has held senior advisory roles at firms including Amegy Bank and Comerica, leading portfolio construction efforts and advising on complex investment strategies that reflect the unique goals and risk profiles of his clients. His ability to build and grow trusted advisory relationships through thoughtful financial guidance and planning has made him a valued partner to clients across the state.
“Joe brings a depth of experience that reflects both technical expertise and a client-centered approach,” said Trey Willerson, TRB’s Chief Investment Officer. “His ability to pair thoughtful, strategic advice with strong relationships aligns closely with our values, and I’m confident he will deliver meaningful results for our clients in Houston and across the state.”
A long-time Houston resident, Klein has cultivated strong community ties through both professional and civic engagement. He has served on the advisory panel of the C.T. Bauer College of Business at the University of Houston and as a Trustee of the Network for Family Recovery. He currently participates in Florida State University’s College of Business Mentoring Program and is a life member of the Houston Livestock Show and Rodeo—demonstrating a sustained commitment to service and civic leadership.
“TRB Trust and Wealth Management represents the kind of institution I’ve always believed in—one that puts people first and invests in long-term relationships,” said Klein. “I’m looking forward to working with a team that shares that philosophy and to helping clients build confidence in their financial future.”
Klein earned a Bachelor of Science in Marketing and Finance from Florida State University and holds FINRA Series 7, 63, and 65 licenses.
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 TRB Wealth Management LLC’s business and compensation practices. Please treat the information as a conversation starter that we can use to discuss our business together in more detail.
