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Linscomb and Williams Among Forbes Top 100 Wealth Managers

HOUSTON, Sept. 9, 2015 — Linscomb & Williams, a financial advisory firm and Cadence Bank affiliate, recently was named a Forbes Top 100 Wealth Manager in the United States.

“We have long prided ourselves on having a team of valued professionals that clients can trust for objective advice and personal wealth management guidance,” said Harold Williams, CPA/PFS, CFP®, president & CEO of Linscomb & Williams. “Earning such prestigious external recognition affirms our approach, especially in today’s economic climate where investors have had to deal with fluctuating stock markets and the prospect of Federal Reserve rate hikes.”

Additionally, several members of the Linscomb & Williams team were recognized as Five Star Professional Wealth Advisors in the August issue of Texas Monthly.  Ryan Patterson, CFP®, CFA and Phillip Hamman, CFP®, CFA were both chosen as designees this year, and join other L&W professionals who have been named in prior years. Patterson serves as chief investment officer of L&W’s Investment Committee, while Hamman heads the firm's Wealth Planning Committee.

The Five Star Professional organization responsible for the selection process determines designees on an unsolicited basis, and those chosen do not pay a fee to be considered. Selections are made on ten objective criteria determined by Five Star, which include factors such as professional designations, experience, regulatory records, client retention rates and availability to accept new clients. Less than one in five wealth advisors under consideration meet the screening criteria.

“In sports terms, this is the equivalent of being named to the All Star roster,” noted Paul Murphy, president & CEO of Cadence Bancorp. “We extend our congratulations to the entire L&W team for the exceptional service and guidance that led to these prominent recognitions.”

Linscomb & Williams has offices in Houston, The Woodlands, Austin and San Antonio, Texas, and Birmingham, Ala.

About Cadence Bank

Cadence Bank, N.A., based in Birmingham, Ala., is a $5.7 billion bank with more than 100 locations in Alabama, Florida, Georgia, Mississippi, Tennessee and Texas. Backed by 126 years of financial expertise, Cadence serves commercial and consumer clients with a full range of innovative banking and financial solutions designed to keep pace with their lives. These products and services include commercial and consumer banking, small business banking, treasury management, international banking, specialized lending, commercial real estate, wealth management, investment and trust services, financial planning, retirement plan management, business and personal insurance, consumer loans, mortgages, home equity lines and loans, and credit cards. Cadence Bank and its affiliates, Linscomb & Williams and Cadence Insurance Agency, are wholly owned subsidiaries of Houston-based Cadence Bancorp, LLC. Additional information about Cadence Bank is available at Cadence Bank, N.A. Member FDIC. Equal Housing Lender.

Contact Information: 

Danielle Kernell

Cadence Bank, N.A.
713-871-4051 direct | 713-392-7709 mobile

[email protected]

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