Raymond James To Welcome New $605 Million Program with Texas Community Bank
Raymond James Financial (NYSE:RJF) announced that Texas Community Bank (TCB) has selected its Financial Institutions Division platform to enhance their financial planning and advisory services. TCB Investments, based in Laredo, Texas, will provide investment and wealth management services through Raymond James Financial Services.
The program includes financial advisors Luis J. Gonzalez, III and Carlos M. Chapa, who collectively manage approximately $605 million in client assets. The partnership will provide TCB access to Raymond James' resources, advanced technology, and investment platform, specifically tailored for financial institutions.
Raymond James Financial (NYSE:RJF) ha annunciato che Texas Community Bank (TCB) ha scelto la piattaforma della sua Divisione Istituzioni Finanziarie per migliorare i servizi di pianificazione finanziaria e consulenza. TCB Investments, con sede a Laredo, Texas, offrir脿 servizi di investimento e gestione patrimoniale tramite Raymond James Financial Services.
Il programma include i consulenti finanziari Luis J. Gonzalez, III e Carlos M. Chapa, che gestiscono congiuntamente circa 605 milioni di dollari in asset dei clienti. La partnership garantir脿 a TCB l'accesso alle risorse, alla tecnologia avanzata e alla piattaforma di investimento di Raymond James, specificamente progettata per le istituzioni finanziarie.
Raymond James Financial (NYSE:RJF) anunci贸 que Texas Community Bank (TCB) ha seleccionado la plataforma de su Divisi贸n de Instituciones Financieras para mejorar sus servicios de planificaci贸n financiera y asesor铆a. TCB Investments, con sede en Laredo, Texas, ofrecer谩 servicios de inversi贸n y gesti贸n patrimonial a trav茅s de Raymond James Financial Services.
El programa incluye a los asesores financieros Luis J. Gonzalez, III y Carlos M. Chapa, quienes gestionan conjuntamente aproximadamente 605 millones de d贸lares en activos de clientes. La asociaci贸n brindar谩 a TCB acceso a los recursos, tecnolog铆a avanzada y plataforma de inversi贸n de Raymond James, dise帽ada espec铆ficamente para instituciones financieras.
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Raymond James Financial (NYSE:RJF) a annonc茅 que Texas Community Bank (TCB) a choisi la plateforme de sa division des institutions financi猫res pour renforcer ses services de planification financi猫re et de conseil. TCB Investments, bas茅e 脿 Laredo, Texas, fournira des services d'investissement et de gestion de patrimoine via Raymond James Financial Services.
Le programme comprend les conseillers financiers Luis J. Gonzalez, III et Carlos M. Chapa, qui g猫rent conjointement environ 605 millions de dollars d'actifs clients. Ce partenariat offrira 脿 TCB l'acc猫s aux ressources, 脿 la technologie avanc茅e et 脿 la plateforme d'investissement de Raymond James, sp茅cialement con莽ue pour les institutions financi猫res.
Raymond James Financial (NYSE:RJF) gab bekannt, dass die Texas Community Bank (TCB) die Plattform ihrer Division f眉r Finanzinstitute ausgew盲hlt hat, um ihre Finanzplanungs- und Beratungsdienste zu verbessern. TCB Investments mit Sitz in Laredo, Texas wird Investment- und Verm枚gensverwaltungsdienste 眉ber Raymond James Financial Services anbieten.
Das Programm umfasst die Finanzberater Luis J. Gonzalez, III und Carlos M. Chapa, die gemeinsam etwa 605 Millionen US-Dollar an Kundenverm枚gen verwalten. Die Partnerschaft erm枚glicht TCB den Zugang zu den Ressourcen, der fortschrittlichen Technologie und der speziell f眉r Finanzinstitute entwickelten Investmentplattform von Raymond James.
- New program bringing $605 million in client assets under management
- Strategic expansion in Texas market
- Addition of high-net-worth and ultra-high-net-worth focused business
- None.
Insights
Raymond James gains $605M in managed assets through new Texas Community Bank partnership, strategically expanding its financial institution business.
Raymond James Financial has secured a new partnership with Texas Community Bank (TCB), bringing
The deal brings two key financial advisors from TCB Investments鈥擫uis J. Gonzalez, III and Carlos M. Chapa鈥攊nto Raymond James' network through Raymond James Financial Services. This arrangement maintains TCB's client relationships while leveraging Raymond James' technology and investment capabilities.
For Raymond James, this represents continued expansion in the Texas market, an important growth region for wealth management services. The partnership specifically targets the high-net-worth and ultra-high-net-worth segments, which typically generate higher revenue per client through more comprehensive service needs.
This type of institutional partnership is particularly valuable as it provides Raymond James with stable, recurring revenue streams without the acquisition costs of traditional advisor recruitment. Financial institution programs like these often deliver consistent asset inflows and typically retain clients at higher rates than individual advisory practices.
The partnership demonstrates Raymond James' ongoing success in competing against other major financial services firms for institutional business, particularly in the mid-size bank segment where TCB operates. By continuing to add institutional partners, Raymond James strengthens its competitive position in the wealth management space while diversifying its distribution channels beyond traditional independent advisors.
ST. PETERSBURG, Fla., July 31, 2025 (GLOBE NEWSWIRE) -- Raymond James Financial Institutions Division (FID) announced today that Texas Community Bank (TCB) has selected the firm鈥檚 platform to enhance its financial planning and advisory offering, according to Stephen Kruchten, president of FID. With this new alignment, TCB Investments will provide clients with investment and wealth management services through Raymond James Financial Services.
Based in Laredo, Texas, TCB Investments includes financial advisors Luis J. Gonzalez, III and Carlos M. Chapa. They manage approximately
"Texas Community Bank has a clear vision and profound dedication to delivering exceptional service to its clients. We鈥檙e pleased to be selected to support this talented group of advisors with the robust resources, advanced technology and investment platform that Raymond James is known for 鈥� all tailored specifically to meet the unique needs of our affiliated financial institutions," said Kruchten.
"We are excited to work with an industry leader like Raymond James," said Oscar Cisneros, senior vice president at Texas Community Bank. "The wealth of solutions and support Raymond James provides will enable TCB Investments to elevate our offerings, enhance our client service capabilities and strategically grow our investment and wealth management program.鈥�
鈥淏y aligning with Raymond James FID, programs like TCB Investments gain access to the sophisticated resources and capabilities needed to effectively meet the distinctive needs of high-net-worth and ultra-high-net-worth clients," said Jon DeMayo, vice president of business development at FID. 鈥淥ur continued growth in Texas and other key markets underscores the strength and importance of our value proposition for financial institutions targeting this expanding client segment.鈥�
About the Financial Institutions Division
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation鈥檚 premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately
About Texas Community Bank
Texas Community Bank is a locally owned and operated, community-oriented financial institution with its heart and roots embedded along the South Texas-Mexico border. TCB is a wholly owned subsidiary of Vision Bancshares, Inc., a one-bank holding company that was founded in 2003 by Laredo banker, Douglas G. Macdonald and a group of local investors. Macdonald was familiar with the Laredo market and believed that an opportunity existed for a community bank that emphasizes personal service. Since its inception in 2003, TCB has built a stable core deposit and loan base in not only its primary home of Laredo, but also in San Antonio, Somerset and the border towns of Brownsville, McAllen and Del Rio. TCB has flourished due to hiring exceptional local bankers in each of our markets and has been able to assemble teams of experienced and knowledgeable industry professionals that specialize in all facets of banking including deposit and lending, international, investment, technology and operations. Our extraordinary and rapid growth has been enhanced by offering competitive products and services that meet the financial needs of the communities in which we serve.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Texas Community Bank and TCB Investments are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Media Contact: Justin Mayfield Raymond James 727.567.2824
FAQ
How much in assets will Raymond James gain from Texas Community Bank partnership?
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