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Welcome to Cadence Bank Dallas

Distinctly Cadence

A banking experience as unique as our clients.

At Cadence Bank, we take the time to discover your unique banking needs and build long-lasting relationships that work. We combine high tech with high touch, and are nimble enough to give you the attention you deserve and the reliability you demand. Our hyper-focused associates respond with the resources you need.

 

Our new Dallas office offers commercial lending and trust and asset management services, while also providing expanded banking and treasury management services for businesses of all types. With backgrounds in law, accounting, banking, investment management, taxation and business administration, our experienced trust officers are uniquely qualified to handle complex financial challenges while skillfully managing sensitive family dynamics. From preserving wealth to helping grow your business, our commercial and trust teams are committed to making your goals our top priority.

 

Give us a call at 214-365-7004, or stop by our office at 5950 Sherry Lane, Suite 540 in Dallas, Texas to learn more.

 

We want to thank the readers of Texas Lawyer who voted us as one of “Texas’ Best” for Trust Services and Wealth Management/Financial Asset Advisory in Dallas. It’s a great honor to continue to be recognized for the dedicated service we provide. Read more about these awards here.

 

Best of Dallas 

 

Meet the Dallas Team

 

Todd Cornelius Dallas Loan Office

Todd Cornelius | EVP, Executive Group Manager, Dallas C&I

 

Todd Cornelius brings more than 20 years of experience in corporate finance, accounting, investment banking, business development, strategic planning and entrepreneurism across numerous industries. Prior to joining Cadence, he served as the Corporate Banking Manager for Branch Bank and Trust (BB&T) in Dallas, where he successfully built and led a team of relationship and commercial portfolio managers. He previously was the North Dallas Regional Business Development Manager for Wells Fargo Bank’s Commercial and Specialty Finance division, and prior thereto served as the vice president of their Wealth Management group. Earlier in his career, he held various management positions at entrepreneurial ventures in the Dallas area.

 

 

 

 

Felix Meneses Dallas Loan Office

Felix J. Meneses | SVP, Trust and Estates Manager

 

Felix Meneses, who joined Cadence in 2016, has more than 26 years of experience in the financial services industry. He previously served as the managing director and division investment executive for US Trust’s Private Wealth Management division. He is a level III CFA candidate and attended the Executive Leadership Program at The Wharton School at the University of Pennsylvania. He earned a Finance degree from the University of Texas at Dallas and is a member of the Dallas Society of Financial Analysts. Originally from Caracas, Venezuela, Meneses speaks fluent Spanish and has lived in Dallas since 1981.

 

 

 

 

Gary Ward Dallas Loan Office

Gary Ward | SVP, Trust & Estates Officer

 

A board-certified estate planning and probate attorney*, Gary Ward joined Cadence as a trust and estates officer. He brings more than 30 years of private law practice experience specializing in wills, trusts, and in the handling of tax and wealth planning vehicles and strategies, including extensive involvement with charitable entities and foundations. In addition, he litigated tax controversies in federal district courts and the US Tax Court. He began his career in Dallas on the tax staff with Arthur Andersen & Co., and later partnered in the law firm of McCleskey, Harriger, Brazill & Graf in Lubbock, Texas before founding his own law firm of Ward, Freels & Cook in 1989. Prior to joining Cadence, he worked within the High Net Worth team of J.P. Morgan Private Bank for more than 10 years. Ward is a graduate of Texas Tech University’s School of Law and the Rawls School of Business.

 

 

LeeAnn Gatlin Dallas Loan Office

LeeAnn Gatlin | SVP, Trust & Estates Officer

 

LeeAnn Gatlin joined Cadence as a trust and estates officer, bringing more than a decade of fiduciary experience administering a wide variety of personal and court-created trusts. She previously served as a trust administrator in the High Net Worth division of J.P. Morgan’s Private Bank, where she assisted multi-generational families with wealth preservation, transfer and education, as well as private foundations and charitable entities in the ongoing administration, grant making and governance of such philanthropic efforts. Gatlin is a graduate of the University of Texas at Austin and the Texas Bankers’ Association Trust Schools I & II at Southern Methodist University.

 

 

 

 

Angela Tunales Dallas Loan Office

Angela Tunales | AVP, Trust & Estates Officer

 

With 17 years of industry experience, Angela Tunales is a trust and estates expert who joined Cadence in 2018. She is a graduate of Texas Bankers Association Trust School and is experienced in administration of court-created trusts, including Section 142 and 1301 Management trusts, agency accounts, and special needs trusts and estates. Angela is bilingual with extensive expertise in administration of accounts for Spanish-speaking clientele. Additionally, she is a member of the Dallas Estate Planning Council.

 

 

 

 

 

Lauren Mozur Dallas Loan Office

Lauren Mozur | AVP, Trust Senior Investment Analyst

 

Prior to joining Cadence as a Trust Investment Analyst, Lauren Mozur worked at Tolleson Wealth Management, where she specialized in high-net-worth trust services, and at J.P. Morgan Chase as a trade specialist. She earned both of her Accounting and Finance degrees from the Michael F. Price College of Business at the University of Oklahoma. Additionally, she is a member of Texas Wall Street Women, a network of professional women from the finance industry who support young women’s issues in the areas of education, professional development, financial literacy and leadership.

 

 

 

 

* Cadence Bank does not provide legal, accounting or tax advice to any client who receives trust services from Cadence Bank.

 

To speak with one of our team members, call us at 214-365-7004 or stop by our office at 5950 Sherry Lane, Suite 540 in Dallas, Texas.

 



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