Tom & Annette D.
While San Antonio natives Tom and Annette work hard to build their future, they also find pleasure in preserving their past. They recently constructed their own 1800s-style homestead on their ranch in the Texas Hill Countrywhere Tom’s grandfather’s home once stood. And when it comes to building and preserving their wealth, Tom and Annette turned to the team of Wealth Management professionals and Private Banking’s concierge services at
“Now we’re looking toward our kids’
generation to transfer some of our assets,” says Tom. “We’re very fortunate to have the kind of relationship with Broadway Bank that will enable us to bridge generations.”
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE