Linscomb Wealth Unveils 'The Linscomb Fellowship,' Elevating Next-Gen Advisor Training

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Linscomb Wealth (NYSE: CADE) launched The Linscomb Fellowship on Oct. 8, 2025, an immersive training program to accelerate next‑generation advisors through credentialing, mentorship and real‑world client experience.

The inaugural cohort of 12 participants moves through team‑based rotations with firm committee participation, technical planning, communication coaching and hands‑on client projects. The program supports Linscomb's internal planning infrastructure and aims to strengthen advisor succession and professional development across the firm.

Immersive new initiative accelerates next-gen talent through credentialing, mentorship, and real-world client experience.

HOUSTON, Oct. 8, 2025 /PRNewswire/ -- Linscomb Wealth (LW), a Houston-based wealth management firm offering holistic investment and financial planning services and a wholly owned subsidiary of Cadence Bank (NYSE: CADE), today announced the formal launch of The Linscomb Fellowship, a training program designed to accelerate the careers of next-generation advisors and institutionalize the firm's legacy of internal talent development.

Inspired by the residency model used in medicine and law, The Linscomb Fellowship represents a significant investment in both people and process. The program blends credential support, technical training and soft-skills coaching with real-world client exposure, equipping emerging advisors with the experience and confidence needed to thrive in a fiduciary, fee-only environment.

"Our objective is to build the leading development program for aspiring advisors," said CEO of Linscomb Wealth Phillip Hamman, CFP®, CFA. "For nearly 55 years, Linscomb has been committed to developing exceptional, professionally trained advisors, and having our own fellowship program is the natural evolution of that legacy. If you're serious about operating as a true enterprise, then you must be equally serious about developing your own intellectual property. That means investing in people and training through hands-on experience that builds not just technical ability, but judgment, leadership and client impact."

With 12 participants currently engaged in the inaugural cohort, LW's fellowship is already reshaping how Linscomb supports its associates and wealth advisory team. Participants move through an immersive, team-based structure where mentorship, credentialing and firm-wide committee participation intersect. Program members are active in real client projects from day one and are coached on the technical aspects of planning as well as communication, professional judgment and how to live out the firm's values in client and community interactions.

"We want to raise the bar for what it means to be a wealth advisor," said Chair of Linscomb's Wealth Management Committee MaryJane LeCroy, responsible for The Linscomb Fellowship and its programming. "Our program isn't just about checking boxes; it's about developing the kind of advisor who can deliver lasting value to clients across generations."

In addition to its training objectives, The Linscomb Fellowship also plays a critical role in maintaining Linscomb's internal planning infrastructure, from technology, best practices to estate planning reviews and tax projection modeling. The program's success has already sparked enthusiasm across the firm, with cross-functional buy-in from senior leadership, department heads, and executive mentors.

"Our team's appetite to learn and lead is incredible," added Brooke Jackson, Wealth Advisor & Wealth Planning Manager. "What we're seeing through our fellowship reflects our culture -- when people are given trust, structure and mentorship, they thrive. This program is building the next generation of advisors and reinforcing the collaborative spirit that defines Linscomb."

The launch of The Linscomb Fellowship is already creating ripple effects across the firm. Several participants have advanced into elevated roles within the firm, underscoring both the caliber of talent entering the program and the opportunities it creates for professional growth. These early career advancements highlight how the fellowship is strengthening Linscomb's advisor bench while reinforcing the firm's culture of developing leaders from within.

As the fellowship continues to evolve, future iterations may include additional tracks for experienced hires and formal certifications. But its mission remains the same: to cultivate the highest standard of advisor talent in the industry, delivering better experiences for clients today, and ensuring strong succession for tomorrow.

For more information about The Linscomb Fellowship or careers at Linscomb Wealth, visit www.linscombwealth.com.

About Linscomb Wealth
Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services for high-net-worth and family office clients. LW was founded in 1971 and is headquartered in Houston, Texas, with offices in Birmingham, Alabama; Huntsville, Alabama; Atlanta, Georgia; Nashville, Tennessee; Austin, Texas; and The Woodlands, Texas. LW is a registered investment advisor (RIA) providing a boutique client feel with 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 is committed to delivering 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, representing the fiduciary RIA pillar of Cadence Bank's wealth services platform. 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. Visit Cadence Bank for information about its wealth services offerings, which include Linscomb Wealth, Cadence Asset Management & Trust, Cadence Investment Services and private banking solutions. Cadence Bank, Member FDIC. Equal Housing Lender. 

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SOURCE Linscomb Wealth

FAQ

What is The Linscomb Fellowship announced Oct. 8, 2025 by Linscomb Wealth (CADE)?

A residency‑style training program combining credential support, technical training, mentorship and real client work to develop next‑generation advisors.

How many advisors are in Linscomb Wealth's inaugural fellowship cohort (CADE)?

The inaugural cohort currently includes 12 participants working in team‑based rotations and client projects.

How does The Linscomb Fellowship support Linscomb Wealth's business (NYSE: CADE)?

The program maintains internal planning infrastructure, supports estate and tax modeling, and strengthens advisor succession and bench depth.

Will The Linscomb Fellowship offer certifications or advanced tracks for experienced hires?

Future iterations may include additional tracks and formal certifications, according to the program overview.

Where can candidates find more information about careers in Linscomb Wealth's fellowship (CADE)?

More information is available on Linscomb Wealth's careers page at www.linscombwealth.com.