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Soluciones de Gestión de Patrimonios
Nuestra prioridad principal es ayudar a nuestros clientes a alcanzar sus metas financieras.

Ofrecemos una amplia gama de consejos personalizados, soluciones de inversión, servicios de corretaje, planificación patrimonial, banco tradicional, administración de riesgos y servicios de fideicomiso para satisfacer tus necesidades de administración de patrimonio personal.

Las soluciones de Gestión de Patrimonios de Lone Star National Bank están completamente personalizadas para cada cliente en función de sus objetivos y necesidades financieras. Nuestro equipo de asesores patrimoniales está listo para comprender tus objetivos y trazar un curso que te ayude a simplificar tu vida, planificar pare el futuro, aumentar tus inversiones o proteger tu capital.

Lone Star National Bank
Soluciones de Gestión de Patrimonios
Gestión de Patrimonios
Conoce Nuestro Equipo
Nuestro equipo de Gerentes de Gestión de Patrimonios cuenta con más de 110 años de experiencia combinada al servicio de las necesidades únicas de clientes ricos y de alto patrimonio.

¿Tienes una pregunta? Estamos encantados de ayudarte. Marca al 833-251-9451.
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Ver Biografía
Kelley Lee

Director de Gestión de Patrimonios

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Rita Peterman

Gerente de Fideicomisos

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Michael Costa

Gerente de Portafolio de Gestión de Patrimonios

Kelley Lee
Kelley Lee

Director de Gestión de Patrimonios

Professional Experience:

As part of Lone Star National Bank Wealth Management, Kelley draws on his extensive banking background which includes working with affluent, high-net-worth individuals. His more than 35 years of experience has provided Kelley with the knowledge and skills to understand not only the personal financial needs of his clients, but also the business and economic trends that affect them. Prior to joining Lone Star National Bank, Kelley was a Senior Officer with BBVA Compass Global Wealth Management.

Responsibilities:

As Senior Vice President and Director of Wealth Management, Kelley serves as a pro-active and trusted financial advisor to High Net Worth individuals and their families. He is responsible for providing customized solutions to complex financial situations by delivering lending and depository services, risk management, asset management, wealth transfer, and financial planning capabilities.

Education:
• Advanced Banking, University of Delaware
• B.B.A., Finance, Stephen F. Austin State University
• Series 7, 63 and 65 Licenses
• Certified Wealth Strategist™
• Group 1 - Life, Accident & Health

Current and Previous Professional and Civic Activities:
• Member, Mortgage Bankers Association
• Member, American Bankers Association
• Member Palm Valley Church
• Lifetime Achievement Award, Tyler Chamber of Commerce
• Former Chairman of Henderson County Junior Achievement
• Former Chairman of The Athens Industrial Board
• Former Board Member, East Texas Medical Hospital
• Former Chairman of Henderson County United Way

Rita Peterman
Rita Peterman

Gerente de Fideicomisos

As a part of Lone Star National Bank Wealth Management, Rita draws upon her 30 plus years of Trust experience to guide high net worth individuals through planning for their current and future needs. She began her Trust career in 1988 and has worked as a Trust Internal Auditor, Corporate Trust Default Officer and for the last 20 years as a Personal Trust Relationship Officer.

Responsibilities:

As Senior Vice President and Senior Trust Officer, Rita utilizes her education and experience to assist in determining the appropriate plan for each client, guiding them through implementation of their plan and regularly reviewing their plan for continued appropriateness. She is also responsible for coordinating the plan with the client’s external advisors and their Lone Star National Bank team.

Education:

• Juris Doctorate, South Texas College of Law, Houston
• B.B.A. Accounting, Texas Tech University
• Licensed to practice law in North Carolina and Florida
• Certified Trust and Financial Advisor

Current and Previous Professional and Civic Activities:

• Member, Florida Bar Association
• Member, North Carolina Bar Association
• Member, American Bankers Association
• Former Board Member and Treasurer, SPCA Tampa Bay

Michael Costa
Michael Costa

Gerente de Portafolio de Gestión de Patrimonios

Professional Experience:

Michael Costa has over 20 years of financial industry experience beginning in 1994. His career experience includes investment management, brokerage, and financial planning responsibilities at International Bank of Commerce/Liberty Securities Corp, Wells Fargo Private Client Services, Wells Fargo Wealth Management Group - The Private Bank, and Lone Star National Bank. In 2000, he was hired by Wells Fargo Investments Private Client Services to provide investment solutions to client. In 2006 he joined the Wells Fargo Wealth Management Group, The Private Bank as a First Vice President focusing on direct investment management and asset allocation responsibilities for domestic and foreign clients with relationships over $1 million during which time he managed a portfolio in excess of $300 million. Michael joined Lone Star National Bank in 2013.

Responsibilities:

Mr. Costa is responsible for investment management and trading activities for Lone Star National Bank’s fiduciary relationships. He is dedicated to helping clients meet their financial needs. His extensive money management experience enables him to build customized investment solutions that helps clients meet their financial goals and objectives.

Education:

• B.A. Business Administration, Southwestern University
• Candidate for CFA Level I
• Group 1 - Life, Accident & Health
• Group 4 - Property & Casualty
• Series 7, 8, 63 and 65 Licenses (Inactive)

Current and Previous Professional and Civic Organizations:

• Former President and Council Member, Our Heavenly Father Church Finance Council
• Former Member Brownsville Rotary Club

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