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As you consider what you’ve already achieved, you’re also likely thinking about what’s next. You can now take comfort in the fact that you don’t need to figure it alone. You’ve been looking for a financial partner, and you’ve arrived at Private Banking.
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Individual Attention
With a single point of contact, you’ll get the prompt personal service from a team of experts, each working together to accomplish your financial and personal goals.
Customized Solutions
Your needs aren’t the same as anyone else’s….because you’re you and not someone else. Our private bankers get to know you personally and professionally to tailor precise strategies.
Standing Strong
Success lies between knowing you have the personal touch of a small bank but the expertise of a Wall Street titan. As the region’s largest, strongest independent bank we’re the best of both worlds.
Your single-contact to a network of professional partners reporting to you or your designated financial manager.
Customized financing solutions provide the resources you require while maximizing your cash and investment objectives. Private Bank membership required.
Exclusive interest-bearing account with no minimum balance requirements and no monthly maintenance fees.
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NMLS #821946 Contact Cliff
Cliff joined Broadway Bank in 2013. He has nearly 40 years of experience in the banking and wealth management industry. Cliff received his BBA in finance from The University of Texas at Austin and has been involved with numerous community and civic organizations throughout his career. He currently serves as a Director of The Texas Pioneer Foundation.
NMLS #607450 Contact Margaret
Margaret joined Broadway Bank in 1999. She has helped clients with all types of traditional and Private Banking needs. She speaks both English and Spanish and is involved in civic organizations throughout the community.
NMLS #607451 Contact Roger
Roger joined Broadway Bank in 2008, specifically to serve the Private Banking needs of clients in the greater Austin area. Roger has more than 30 years of banking experience in the Austin market and works closely with Healthcare and Business Professionals as well as Corporate Executives. He holds a Bachelor of Business degree in Management from the University of Texas. Roger has been involved with various community and civic organizations throughout the Austin area.
NMLS #1549363 Contact Letty
Letty joined Broadway Bank in 2007. She has more than 14 years of experience in the banking industry and is fluent in both English and Spanish. Letty is involved in various volunteer organizations throughout the community such as financial literacy programs for local schools, Hays County Food Bank, and volunteer partnerships with local law enforcement. Letty is currently pursuing her Bachelor of Business Management degree from Western Governors University.
NMLS #642827 Contact Sherry
Sherry joined Broadway Bank in 2013. As a San Antonio native, Sherry has more than 30 years of banking experience with a focus on Private Banking, Wealth Management and custom lending. Sherry serves the needs of high net worth individuals, business owners, healthcare professionals and corporate executives. She holds a Bachelor of Business Administration from the University of Texas at San Antonio. Sherry is involved in various community and civic organizations and is currently serving as a board member for Communities in Schools.
NMLS #614277 Contact Ken
Ken has been involved with numerous community and civic organizations. He recently served as a mentor and board member for the Big Brothers Big Sisters school-based mentoring program. Ken currently serves as a proxy board member for BioMed SA, supporting the mission to organize and promote San Antonio's healthcare and biosciences assets to accelerate their growth and enhance San Antonio's reputation as a city of science and medicine.
NMLS #641292 Contact Jason
Jason joined Broadway Bank in 2018. He has 13 years of experience in Private Banking, Lending and Wealth Management. Jason received his BBA in Marketing from Southwest Texas State University in San Marcos. Throughout his career, Jason has been involved with charitable and civic organizations in the community.
NMLS #593877 Contact John
John Justin has 20 years of experience in the banking industry in San Antonio, with the last 13 years in Private Banking. John's strong credentials and commitment to the community serves our clients well.
NMLS #614281 Contact Paul
Paul joined Broadway Bank in 2007, specifically to serve the Private Banking needs of clients in Seguin, Schertz and Bulverde. He brings with him more than 30 years of experience in all aspects of financial and banking services. As a Central Texas native, Paul graduated from New Braunfels High School and Texas State University.
NMLS# 1196760 Contact Feliciano
Feliciano joined Broadway Bank in 2018 as a Business Development Officer for Private Banking. He has over 20 years of banking experience focused on Private and Business banking. Feliciano serves as a mentor through the San Antonio Independent School district for at-risk children. In addition, he is a volunteer coach for the Catholic Youth Organization.
NMLS #641292 Contact Annette
Annette joined Broadway Bank as a Senior Vice President, Business Development officer in the Broadway Bank Austin Region. With more than 18 years of banking experience in the Austin area, Annette specializes in client relationship management by assisting customers with all their depository and credit needs. Prior to joining Broadway Bank, she held various positions in the areas of banking and wealth management. Annette held a Series 6 and 63, 7, & 24 licenses.
NMLS #616110 Contact Michelle
Michelle joined Broadway Bank in 2008. She holds a degree in Business Administration from The University of Texas at Austin. Michelle has more than 23 years of experience in Commercial and Private Banking in San Antonio, primarily serving the financial needs of Healthcare Professionals, Attorneys, Corporate Executives and Business Owners. She has served on the boards for Family Violence Prevention Services, the Boys and Girls Clubs, Guide Dogs of Texas, and is currently serving as a Board Member for the San Antonio Municipal Golf Association.
NMLS# 527046 Contact Frank
Frank Pereira has over 20 years of banking experience focused on serving the needs of Professionals and Executives. He graduated from the University of Texas at Dallas with a Bachelor of Science in Business Administration. Frank is actively involved in the New Braunfels community and currently serves on the Board for CASA of Central Texas. In addition, he is a member of the New Braunfels Rotary Club and volunteers his time to support many community wide initiatives.
NMLS # 850012. Contact Emily
Emily Sanchez joined Broadway Bank in 2014 and became part of the Private Bank in 2018. She has nearly 15 years of experience in the banking industry, including mortgage and commercial real estate experience. She holds a Bachelor of Arts in Philosophy from Middle Tennessee State University and is involved in several community organizations in the Round Rock area. Emily’s strong credentials and commitment to our community serve our clients well.
NMLS #612142 Contact Lisa
Lisa joined Broadway Bank in 2018 as a Private Banking Officer within the Austin Region. She holds a degree in Business from Concordia University and has more than 20 years of experience in the banking industry, including Private Banking, Mortgage, and Wealth Management. She has served on several community boards and committees and is currently serving as a Board Member for the Center for Child Protection in Austin.
NMLS #1511716 Contact Danny
Danny Van De Walle joined the Broadway Bank Private Bank team in 2016. Danny has a wealth of knowledge in the banking and real estate industries with more than 20 years of experience in the banking industry and prior experience in the private sector as a builder and real estate developer.
1 Membership qualifications to Private Banking at Broadway Bank apply.
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