Texas Roots,
Global Reach
Our Texas roots run deep - but we're proud to serve far beyond the Lone Star State. For nearly 100 years, we've offered world-renowned dedicated wealth management with the personal service of a community bank. Today, we serve our founding families and clients across the globe through financial centers in Southeast and Central Texas.
Houston Business Journal Ranks Moody Bank: Wealth Management & Trust Department #1
- check out our blog post to learn more!
Choose your goal
Moody Bank Wealth Management & Trust has served families and organizations for generations because we're good at what we do. Today we are responsible for more than $14.2 billion in assets. Our experienced team provides customized wealth management, estate planning and administration, investment management services and trust services to help individuals, families, trusts, businesses and non-profits meet their financial goals.
Build Wealth
Grow and protect your wealth with our expert guidance.
Manage Wealth
Our retirement solutions are designed to ensure your peace of mind.
Transition Wealth
Let us guide you towards financial security and growth.
Build Wealth
Building wealth is an important goal at every stage of life. At Moody Bank Wealth Management & Trust, we work closely with you to customize a roadmap to grow your wealth within your objectives and risk tolerance. It is a plan to fund your lifestyle and goals over a lifetime.
Manage Wealth
You may be busy running a business, raising a family or enjoying life. Count on us for the oversight, knowledge and experience to help manage your assets. We develop a customized plan and set of services to accomplish the following:
Achieve your financial goals
Potentially reduce tax liabilities
Avoid unnecessary risk
Use credit strategically
Establish long-term care plans for older adults and the disabled
Comprehensive service
Let us help you leave your mark
Transition Wealth
We all have different visions of how we see our assets making a difference down the line. Some plan to pass it along to future generations. Others wish to create a philanthropic legacy. Whatever your plans include, our legal and accounting advisors are here to help see them through.
Create and Manage Trusts
If you want to create a trust or you have been named as a trust beneficiary, come to us for easy-to-understand guidance. There are a diverse range of complex options and responsibilities that we'd be happy to review with you to find the best fit for your needs.
Benefits to placing assets in a trust:
Our Values
Moody Bank is committed to providing excellent customer service and building long-term relationships with our customers. When you partner with us for your wealth management and trust needs, you can depend on us to find and customize financial solutions to help you meet your long-term financial needs and goals. Ready to assess your financial situation and make a plan with the experts at Moody Bank? Contact us today!
Wealth Management
From generational clients to first-time Moody Bank customers, we make building, managing and transitioning wealth a seamless process. Our full range of services includes:
- Trustee
- Investment manager
- Asset manager for real estate property, farms and ranches, mineral, and other assets (even alligator farms- seriously!)
- Custodian
- Guardian
- Administrator, including for scholarships, employee benefit plans and 401Ks
- Executor
- Liaison to accounting and legal advisors
- Safe keeper of assets and records
Trust and Fiduciary Services
It is no surprise that trust fiduciary services are the heart of our business. After all, we started serving our founding families nearly 100 years ago. And we will continue to serve with objectivity, continuity and unparalleled experience for every type of trust, including revocable, irrevocable, marital, bypass, testamentary, charitable and more.
Count on us to be your:
- Agent
- Custodian
- Trustee
- Co-trustee
- Successor trustee
- Management trust
- Executor
- Agent for executor or trustee
Mineral Asset Management
Being a Texas bank, we know our way around the oil and gas industry. We're experts in servicing oil and gas properties owned by individuals, companies, trusts, financial institutes, charities and foundations.
- Oversee and negotiate leases and other contracts
- Collect and monitor bonuses, delay rentals and royalties
- Review, approve and process leases, division and transfer orders
- Provide detailed accounting and tax information
- Process payment of taxes and invoices
- Provide valuation assistance
Real Property Management
We manage all types of real estate, including residential, commercial, farm and ranch.
- Oversee and negotiate asset purchases and sales
- Manage property taxes and insurance
- Manage contractors for maintenance, repairs and capital improvements
- Process distributions and income
- Conduct annual inspections
- Provide valuation assistance
Meet our Team
Wayne H. Madsen
Chief Trust Officer
2302 Post Office StreetGalveston, Texas 77550
As Executive Vice President and leader of the Wealth Management Division, Wayne Madsen brings a high level of expertise to Moody Bank’s Wealth Management and Trust customers. Wayne joins the Moody Bank family with more than 22 years in trust banking knowledge. Wayne’s strong wealth management background, combined with his legal expertise makes him a valuable asset to the bank.Specialties under his leadership include investment management, financial planning, wealth advisory services, trust administration, estate settlement, charitable trusts and foundations, custodial services, farm and ranch management, as well as mineral management. Wayne served recently as Group Executive Vice President of the Wealth Management Division at Broadway National Bank in San Antonio. Prior to that, Wayne was managing director for a Wealth Management Department at The Northern Trust Company in Chicago, IL.Education:The John Marshall Law School, Chicago, Illinois; Juris Doctor (J.D.)The University of Texas, Austin, Texas; Bachelor of Business Administration, Petroleum Land Management (BBA)
John B. Smith, CTFA
Senior Wealth Advisor
2302 Post Office Street
Galveston, Texas 77550
John Smith is dedicated to giving personal service and always doing what is in the client’s best interest. He has a wide range of experience and certifications to stay abreast of the most current issues and regulations that impact wealth management and trust to best guide his clients.Having worked in trust banking since 1989, and holding senior management positions, John is experienced in a variety of personal and professional issues. His trust and estate administration career includes working with high net and ultra-high net worth clients.
Education: Southern Trust School, Birmingham, Alabama
Graduate Trust School at Northwestern, Evanston, IllAuburn University, Auburn, Alabama, Bachelor of Business Administration, Finance (BBA)
Certification:American Bankers Association designation as a Certified Trust and Financial Advisor (CTFA)
Mary P. Mahlie, CWS, CRPC, AIM
Wealth Advisor
7900 Shoal Creek Blvd.
Austin, Texas 78757
With extensive experience in wealth management and leading investment and trust management teams, Mary brings over 25 years of insight and expertise to Moody Bank. She’s especially adept at facilitating growth and success for private business owners and families with personalized strategies in the creation, preservation, and transition of wealth.
Education: The Ohio State University, Bachelor of Science (BS)Wharton School of Business, Executive Leadership Program Harvard School of Business, Executive Case Study ProgramSix Sigma Black Belt in Business Certified Wealth Strategist Designation (CWS)
Certified Retirement Planning Specialist (CRPC)
Asset Information Measurement Designation (AIM)
Memberships:
Austin Chamber of Commerce
Charitable Gift Planners of Austin
Darren W. King, CFA
Chief Investment Officer
2302 Postoffice Street
Galveston, Texas 77550
Darren has extensive experience in asset management; most recently having served for 15 years as a Senior Portfolio Manager and Head of Equities for a $24 Billion financial institution based in Texas. Proceeding that role, Darren spent 9 years as an Investment Officer and Head of Equity Research for an independent
Trust Company based in Houston, Texas.
Education: Knox College, Bachelor of Arts (BA)Texas Tech University, Master of Business Administration (MBA)
Memberships: Houston Society of Financial Analysts