20+ Years of Wealth Management — Building Legacy Through Comprehensive Financial Planning | Ep. 61 Brad Mayer
Most people manage money. Very few build legacy.
Brad Mayer, CFP®, has spent over 20 years helping high net worth individuals, families, and business owners understand the difference — and build the latter.
As Executive Director and Senior Private Client Advisor at Texas Capital Private Bank in Austin, Brad specializes in comprehensive wealth management that goes well beyond investment advice. He coordinates with clients' entire advisory teams — CPAs, estate planning attorneys, and other professionals — to ensure that every financial decision works together in service of the client's full…
The skinny
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