Houston, TX – Texas Regional Bank (TRB) Trust & Wealth Management Division has appointed Tanya T. Castro as Senior Vice President and Wealth Strategist. In this business development-focused role, Castro will leverage her extensive expertise in trust and estate administration and wealth management. Her primary focus will be expanding the bank’s trust and wealth management service offerings across the TRB footprint.
Castro brings over 20 years of experience in financial services, with a proven track record in wealth management, relationship building, and strategic client development. Throughout her career, she has demonstrated a passion for delivering personalized financial strategies and maintaining a high standard of client service. In her most recent role as Senior Vice President and Trust Business Development Officer at Cadence Bank, Castro successfully onboarded significant assets under management and fostered long-lasting relationships with high-net-worth clients.
In her new role with TRB Trust & Wealth Management, Castro will focus on developing tailored wealth strategies, driving business development initiatives, and ensuring TRB continues to deliver innovative trust services to its growing client base.
“Tanya’s proven ability to build meaningful client relationships and understand the unique needs of high-net-worth individuals and families, coupled with her expertise in trust and estate planning, make her an invaluable addition to our team,” said Ben Fedorko, TRB’s President of Trust & Wealth Management. “We are confident that her leadership and strategic insight will not only strengthen our Trust & Wealth Management division but also elevate the level of personalized service we deliver to our clients. Tanya’s appointment reflects our commitment to unparalleled expertise in the wealth management space, particularly trust and estate administration capabilities.”
Sharing her enthusiasm, Castro stated, “I’m honored to contribute to TRB’s established reputation of exceptional client service and community-focused values. This is an exciting opportunity to help clients achieve their financial goals, and I look forward to working with the team to drive growth and deliver the trusted guidance that our clients seek.”
A graduate of the University of Houston-Downtown with a Bachelor of Business Administration in Finance, Castro was recognized for academic excellence as a member of Beta Gamma Sigma and Phi Kappa Phi. She holds certifications as a Certified Financial Planner, CFP®, Accredited Estate Planner, AEP®, and Certified Trust & Fiduciary Advisor (CTFA). Beyond her professional accomplishments, she actively participates in her community as an advisory board member of the nonPareil Institute in Houston and a board member for both the Houston Business & Estate Planning Council and the Houston Estate & Financial Forum, and is an active member in the Charitable Gift Planners of Houston.
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.
