Bill Leonard Ctfa, Cisp

Bill Leonard, CTFA, CISP has extensive experience in the wealth management industry. Bill is currently working at PlainsCapital Bank as the Senior Vice President, Wealth Management Market Manager for PlainsCapital Private Bank. In this role, they lead a team of wealth specialists and works with high net worth clients to achieve their wealth plans and goals. Bill is responsible for coordinating specialty services and risk management.

Prior to their current role, Bill worked at Wells Fargo Private Bank as a Senior Vice President and Senior Wealth Strategist. Bill developed wealth plans for private bank clients, including cash flow analysis, estate document review, beneficiary designations, and account ownership/titling considerations.

Before that, Bill was the Client Service Director at Brookmont Capital Management, where they handled all client contact and provided guidance on asset allocation, investment objectives, tax payments, IRA RMDs, and estate/wealth management.

Bill also has experience at Comerica Bank, where they held various senior-level positions. Bill managed the Texas IM&T Division as the Senior Vice President and Texas Trust Manager, overseeing administration, investments, sales, trust operations, and specialty staff. Bill also managed the Texas Fiduciary Services Group as the Vice President and Texas Manager.

Earlier in their career, Bill worked at Bank of America as an Assistant Vice President in Trust and at AG Edwards as an Investment Broker. Bill started their career as a Revenue Specialist at the City of Denison.

Throughout their career, Bill has demonstrated expertise in fiduciary solutions, retirement and wealth planning, comprehensive asset management, and client communication. Bill has successfully managed large client portfolios and generated significant fee revenue.

Bill Leonard, CTFA, CISP earned a Bachelor of Arts degree in Business Administration and History from Austin College. In addition, they obtained the certifications of Certified IRA Specialist from the Institute of Certified Bankers - American Bankers Association in September 2001, and Certified Trust & Financial Advisor in August 2000.