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Linscomb Wealth Deepens Houston-Area Reach with New Office in The Woodlands

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Linscomb Wealth, a subsidiary of Cadence Bank (NYSE: CADE), announced the opening of a new office in The Woodlands, Texas, expanding its presence in the Greater Houston area. The new location at 1800 Hughes Landing Blvd will be led by Senior Wealth Advisor Nick Ibanez and Wealth Advisor Matt Britton.

The expansion is part of Linscomb's strategic growth plan initiated in 2019, focusing on markets where their high-touch, team-based approach can serve successful families, executives, and business owners. Additionally, the firm is establishing a presence in Nashville, Tennessee, with Associate Wealth Advisor Clay Jerrell relocating to operate from a Cadence location starting August 1, 2025.

Linscomb Wealth, una filiale di Cadence Bank (NYSE: CADE), ha annunciato l'apertura di un nuovo ufficio a The Woodlands, Texas, ampliando la sua presenza nell'area della Grande Houston. La nuova sede, situata al 1800 Hughes Landing Blvd, sarà guidata dal Senior Wealth Advisor Nick Ibanez e dal Wealth Advisor Matt Britton.

L'espansione fa parte del piano strategico di crescita di Linscomb avviato nel 2019, concentrato su mercati dove il loro approccio personalizzato e basato sul lavoro di squadra può servire famiglie di successo, dirigenti e imprenditori. Inoltre, la società sta aprendo una sede a Nashville, Tennessee, con l'Associate Wealth Advisor Clay Jerrell che si trasferirà per operare da una filiale Cadence a partire dal 1 agosto 2025.

Linscomb Wealth, una subsidiaria de Cadence Bank (NYSE: CADE), anunció la apertura de una nueva oficina en The Woodlands, Texas, expandiendo su presencia en el área metropolitana de Houston. La nueva ubicación en 1800 Hughes Landing Blvd estará dirigida por el Senior Wealth Advisor Nick Ibanez y el Wealth Advisor Matt Britton.

La expansión forma parte del plan estratégico de crecimiento de Linscomb iniciado en 2019, enfocado en mercados donde su enfoque personalizado y basado en equipos puede atender a familias exitosas, ejecutivos y propietarios de negocios. Además, la firma está estableciendo presencia en Nashville, Tennessee, con el Associate Wealth Advisor Clay Jerrell que se trasladará para operar desde una ubicación de Cadence a partir del 1 de agosto de 2025.

Linscomb WealthCadence Bank (NYSE: CADE)의 자회사로, 텍사스 주 더 우들랜즈에 새 사무실을 열어 휴스턴 대도시권 내 입지를 확장한다고 발표했습니다. 1800 Hughes Landing Blvd에 위치한 새 지점은 수석 자산 관리사 Nick Ibanez와 자산 관리사 Matt Britton이 이끌 예정입니다.

이번 확장은 2019년에 시작된 Linscomb의 전략적 성장 계획의 일환으로, 맞춤형 팀 기반 접근 방식을 통해 성공한 가족, 임원, 사업주를 지원할 수 있는 시장에 집중하고 있습니다. 또한, 회사는 테네시주 내슈빌에도 진출할 예정이며, 부자산 관리사 Clay Jerrell이 2025년 8월 1일부터 Cadence 지점에서 근무하기 위해 이전할 계획입니다.

Linscomb Wealth, une filiale de Cadence Bank (NYSE : CADE), a annoncé l'ouverture d'un nouveau bureau à The Woodlands, Texas, renforçant ainsi sa présence dans la région du Grand Houston. Le nouveau site situé au 1800 Hughes Landing Blvd sera dirigé par le Senior Wealth Advisor Nick Ibanez et le Wealth Advisor Matt Britton.

Cette expansion s'inscrit dans le cadre du plan de croissance stratégique de Linscomb lancé en 2019, axé sur des marchés où leur approche personnalisée et collaborative peut servir des familles prospères, des cadres et des chefs d'entreprise. De plus, la société établit une présence à Nashville, Tennessee, avec le Associate Wealth Advisor Clay Jerrell qui sera transféré pour opérer depuis un site Cadence à partir du 1er août 2025.

Linscomb Wealth, eine Tochtergesellschaft der Cadence Bank (NYSE: CADE), gab die Eröffnung eines neuen Büros in The Woodlands, Texas, bekannt und erweitert damit seine Präsenz im Großraum Houston. Der neue Standort in der 1800 Hughes Landing Blvd wird von Senior Wealth Advisor Nick Ibanez und Wealth Advisor Matt Britton geleitet.

Die Expansion ist Teil des strategischen Wachstumsplans von Linscomb, der 2019 initiiert wurde und sich auf Märkte konzentriert, in denen ihr persönlicher, teamorientierter Ansatz erfolgreiche Familien, Führungskräfte und Unternehmer betreuen kann. Darüber hinaus baut das Unternehmen eine Präsenz in Nashville, Tennessee auf, wobei der Associate Wealth Advisor Clay Jerrell zum 1. August 2025 an einen Cadence-Standort wechseln wird.

Positive
  • Strategic expansion into The Woodlands market indicates business growth
  • Further market expansion into Nashville shows execution of growth strategy
  • Leveraging existing Cadence Bank infrastructure for cost-effective expansion
Negative
  • None.

Firm continues executing long-term growth strategy with expansion in key Texas market

HOUSTON, July 29, 2025 /PRNewswire/ -- Linscomb Wealth, a Houston-based wealth management firm offering holistic investment and financial planning services and Cadence Bank (NYSE: CADE) subsidiary, today announced a strategic expansion of its geographic footprint, with a newly opened office in The Woodlands, Texas. Located at 1800 Hughes Landing Blvd, Suite 175, the new location deepens the firm's commitment to serving clients across the Greater Houston area with personalized, locally based financial advice. The space is now open and staffed by Senior Wealth Advisor and Team Lead Nick Ibanez, alongside Wealth Advisor Matt Britton, both of whom will provide Linscomb's full suite of wealth management services.

"The Woodlands has long been an important market for us, with a distinct community and growing demand for personalized, face-to-face financial guidance," said Nick Ibanez. "We're excited to serve clients right where they are, in their own community, with the care and attention Linscomb is known for."

This expansion builds on the momentum of Linscomb's ongoing strategic plan, which launched in 2019, to grow in select markets where the firm's high-touch, team-based approach can resonate with successful families, executives, and business owners. Linscomb's ONE team model ensures clients receive coordinated, holistic guidance rooted in fiduciary care.

"The Woodlands represents exactly the kind of community where our firm's approach adds real value," said Phillip Hamman, CFP®, CFA, CEO of Linscomb Wealth. "We've built a team that understands the unique needs of this market and is deeply committed to delivering the kind of personalized, relationship-driven service that defines our culture. This expansion is a natural extension of our long-term vision: to be a multi-generational partner to successful families, right where they live and work."

In addition to the new office, the firm is also beginning to establish a presence in Nashville, Tennessee. Beginning August 1, 2025, Associate Wealth Advisor Clay Jerrell will relocate to join Cadence Bank teammates in the area and operate from a Cadence location at 3100 West End Ave., Suite 300. This move represents an early step in exploring opportunities in the Nashville market, where Linscomb sees long-term potential for growth alongside its existing teams in Atlanta, Birmingham, and Huntsville.

Both The Woodlands and Nashville locations will offer the firm's standard suite of services, including comprehensive financial planning, investment management, and estate planning. Linscomb also plans to engage meaningfully in each community through professional partnerships, philanthropic involvement, and local events. An open house is being planned for The Woodlands later this summer.

For more information about Linscomb Wealth and its office in The Woodlands, visit www.linscombwealth.com.

About Linscomb Wealth

Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services. LW was founded in 1971 and is headquartered in Houston, Texas, with offices in Birmingham, Alabama; Huntsville, Alabama; Atlanta, Georgia; Austin, Texas; and The Woodlands, Texas. LW is a registered investment advisor (RIA) providing tailored planning and investing strategies aimed at helping investors grow and preserve their wealth during life's many unique stages. Through a dedicated committee and collaborative team approach, LW aims to deliver exceptional service and expert advice. The firm's advisors have various backgrounds in law, investments, tax, accounting and/or financial planning. Linscomb Wealth is a wholly owned subsidiary of Cadence Bank. Visit Linscomb Wealth to learn more about the firm.

About Cadence Bank 

Cadence Bank (NYSE: CADE) is a $55 billion regional bank committed to helping people, companies and communities prosper. With more than 390 locations spanning the South and Texas, Cadence offers comprehensive banking, investment, trust and mortgage products and services to meet the needs of individuals, businesses and corporations. Accolades include being recognized as one of the nation's best employers by Forbes and U.S. News & World Report and as a 2025 America's Best Banks by Forbes. Cadence has dutifully served customers for nearly 150 years. Learn more at www.cadencebank.com. Cadence Bank, Member FDIC. Equal Housing Lender. 

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SOURCE Linscomb Wealth

FAQ

Where is Linscomb Wealth's new office located in The Woodlands?

The new office is located at 1800 Hughes Landing Blvd, Suite 175 in The Woodlands, Texas.

Who will lead Linscomb Wealth's new office in The Woodlands?

The office will be led by Senior Wealth Advisor Nick Ibanez and Wealth Advisor Matt Britton.

When will Linscomb Wealth begin operations in Nashville?

Operations in Nashville will begin August 1, 2025, with Associate Wealth Advisor Clay Jerrell relocating to 3100 West End Ave., Suite 300.

What services will Linscomb Wealth offer at the new locations?

Both locations will offer comprehensive financial planning, investment management, and estate planning services.

Is Linscomb Wealth part of Cadence Bank (CADE)?

Yes, Linscomb Wealth operates as a subsidiary of Cadence Bank (NYSE: CADE).
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