Wealth

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.

Start Your Journey, Today

Working With You To Build Your Portfolio

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.

Carlos Hilario Headshot 2023

Carlos Hilario

SVP & Director of Wealth Management & Trust

Michael Costa

SVP & Director of Compliance & Operations

Rafael Munguia

Wealth Management Advisor
Ismael Rodz Jr. Saved

Ismael Rodriguez Jr.

Wealth Relationship Manager I

Alexander Gelman

Wealth Relationship Manager I

Vanessa Grajeda

AVP & Wealth Management Senior Analyst
dora alvarado

Dora Alvarado

Wealth Management Administration Specialist
Yliana Mora

Yliana Mora

Wealth Management Customer Experience Specialist

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. 

Reach out to our wealth management team today! (956) 574-7344

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Investment & Insurance Products : NOT FDIC INSURED – NOT GUARANTEED BY THE BANK – MAY LOSE VALUE