Wealth Management

Preserve your lifestyle. Grow your wealth. Create a legacy.

Smart financial planning takes more than just budgeting and saving—to build a strong, secure future and to preserve your hard-earned assets for generations to come, you need a strategy. Our team of wealth managers is highly experienced, locally based, and dedicated to helping members of our South Texas communities reach their financial goals, today and tomorrow. Explore our services to learn more about what we can do for you.


Wealth Management Services

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Trust Services

Protect your wealth now, and for future generations, with a tax-efficient trust. 
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Fiduciary Investments

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Wealth Planning

Create a comprehensive financial plan for today’s needs and tomorrow’s goals.
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Investment Services

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

Connect with a Wealth Management Expert Today!

No matter where you are in life, the financial wellbeing of you and your family is a top priority. High-quality wealth management is a key component of that, and can help to ensure your security today, tomorrow, and beyond. 

Whether you’re looking to protect your wealth with a trust or build it with tailored market investments, our wealth relationship managers can create a plan to meet your financial goals, evolving strategies as needs and market conditions change, working hard to be sure that your path stays the course. Contact us today to get started. 

Elevate Your Banking Experience with Our Platinum Services

At Lone Star National Bank, where trust, innovation, and community drive our essence, we’re dedicated to offering you an exceptional banking journey tailored to your unique needs.

Experience the pinnacle of banking excellence with our Platinum Services, designed for discerning clients like you.

LSNB Visa Black Platinum Card
LSNB Visa Black Platinum Card

Lending Perks for Forward-Thinkers

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Retail Banking Reinvented ​

Wealth Management - Crafting Your Financial Legacy

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Insurance Services - Your Security, Our Commitment

Join Us

Join us at Lone Star National Bank, where your financial growth, security, and sense of community are at the heart of everything we do. Let’s embark on this journey together, redefining banking with a touch of platinum.
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Fiduciary Investment Services

Professional portfolio management for long-term growth.

Our fiduciary investment services are designed to help you create a plan for growing and protecting your wealth, with ongoing professional portfolio management. 

 When you partner with LSNB, you’ll work with a designated Portfolio Manager (fiduciary) to create a constellation of investments that provide tax efficiency while aligning with your unique goals, time horizon, and risk tolerance. Our investment management accounts and services include: 

Managed Portfolios

Featuring fully customized individual securities including stocks, bonds and options.

Exchange Traded Fund (ETF) Portfolios

A tax-efficient and low-cost option that can be tailored to client needs and risk tolerance. 

Individual Retirement Accounts

Tax-advantaged accounts to build wealth and security for post-work years. 

The LSNB Team

Meet Our Wealth Management Team

At LSNB, our advisors embody trust and innovation, empowering clients to build a lasting financial legacy. Our team specializes in personalized strategies that focus on wealth preservation and growth, ensuring each client’s journey towards financial empowerment is secure and successful.

Britt Alan Woods

Executive Vice President / Director of Financial & Insurance Services, McAllen Corporate Office
Michael Costa

Michael Costa

Senior Vice President / Director of Compliance & Operations, McAllen Corporate Office

Carlos Hilario

Vice President / Wealth Relationship Manager, McAllen Corporate Office
Vanessa Grajeda

Vanessa Grajeda

Assistant Vice President / Wealth Relationship Manager, McAllen Corporate Office
Luis Membreno

Luis Membreno

Wealth Relationship Manager, McAllen Corporate Office
Rafael Munguia

Rafael Munguia

Wealth Management Advisor, McAllen Corporate Office

Dora Alvarado

Wealth Management Specialist, McAllen Corporate Office

More Than Guidance: Hands-On Professional Investment Management

When you need more than simple investment advice, our Fiduciary Investment Services may be the right choice for you. With your goals and interests in mind, LSNB’s experienced Portfolio Managers will work hard to create and manage a tailored portfolio to grow and preserve your wealth, coordinating regular client communications so that you’re always abreast of your investment performance. Contact us today to learn more about how our dedicated professional fiduciaries can serve your financial needs.