Private Wealth Management in Houston, TX

About our office

The Houston team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with Executives, Retirees and Philanthropists; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

John Glenn

Private Wealth Advisor 832-723-6940

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Liliane Haddad

Private Wealth Advisor 832-879-8234

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Taimur Hasan

Private Wealth Advisor 281-974-6859

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James Helton

Private Wealth Advisor 713-346-2506

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Ray Kwan

Private Wealth Advisor 281-302-9029

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Luis Leon

Private Wealth Advisor 346-375-4579

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Our leadership

“The ultimate goal is to help clients find peace of mind. We listen to their dreams and goals and help them execute on all the details toward making it happen, providing guidance, advice and expertise along the way.”

Kelli Glynn, Market Leader, Kansas City/NW MO, Kansas and Texas

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Texas, we’ve provided over $1.5 million in U.S. Bank Foundation and corporate giving and 13,000 in volunteer hours. Our team is actively involved in providing support through the Fort Bend Chamber of Commerce, as a Beta Theta Pi Board Member, and others.

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Disclosures

Investment and insurance products and services including annuities are:

Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Bank, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Your tax and financial situation are unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Advisors, LLC.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate USBA Insurance Services.
For U.S. Bancorp Advisors:
Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A.
Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6011694. Products may not be available in all states.