Wealth

LSNB Investment Services

Work with our professionals to design an investment plan to meet your financial objectives.

Growing your nest egg is about more than simply saving your funds. Whether you are looking to build your wealth, beat inflation, or help ensure a secure future, making the right investments can help you achieve your financial goals. 
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Comprehensive Investment Options

At LSNB Investment Services, we will focus on getting to know you and understanding your personalized needs, creating a customized wealth management strategy aligned with your short and long-term objectives. When you work with our investment professionals, rest assured that your best interests will always come first.

Investment and Financial Planning

Ready to dive into the complex world of investment? Our investment managers can take the guesswork out of investing. We’ll work with you to evaluate your current financial state, outline your long-term goals, and create a plan for how to effectively achieve them. 

Investment Funds

Not sure where to start? Looking to diversify your portfolio? Both an entryway into market investments and an effective method for diversification, we can help you choose a mutual fund or exchange-traded fund to meet your investment goals.

Fixed and Variable Annuities

Fixed annuities can provide a guaranteed income stream, while variable, market-based annuities can offer greater potential for growth. Both can be valuable tools at different life stages. Our investment advisors can help you determine if an annuity is right for you.

The LSNB Team

Meet Our Investment Team

Start a conversation with our investment team today to learn how we can help.

Britt Alan Woods

Executive Vice President / Director of Financial & Insurance Services, McAllen Corporate Office
Yvonne Silguero

Yvonne Silguero

Valerie Gonzalez

David Gamez

Damian Saenz

Disclosures

“The LPL Financial representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

No offers may be made or accepted from any resident of any other state.

Your Bank (“Lone Star National Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial
Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current
client of LPL for advisory services.
Please visit lpl.com/disclosures

Expert Guidance to Help You Reach Your Investment Goals ​

When you partner with an investment professional at LSNB, you’ll know that you have years of experience on your side. Our investment advisors can highlight products that align with your needs and objectives and create a workable plan to meet them.  Expert guidance is only a phone call away. Contact us today to get started on your path to a stronger financial future.  

Reach out to our investments team today! (956) 655-1722

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