William Flanders

Sr. Client Service Specialist



Will brings a wealth of experience in custodial services to our Wealth Management Team, a position he has upheld since March 2020. He consistently exceeds expectations for internal and external clients with his willingness to help and his dedication to accuracy. With a Bachelor of Science in Personal Financial Planning from Texas Tech University, Will adeptly applies his knowledge to empower clients with a deeper understanding of their financial well-being. Outside of work, he is a highly sought-after instructor at the Houston Polo Club, imparting riding and polo expertise to novices and seasoned players. Will enjoys spending time with his wife and four pets.


901 S. MoPac Expy
Barton Oaks Plaza 2, Suite 270
Austin, Texas 78746

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5555 San Felipe Street
Suite 200
Houston, Texas 77056

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