DALLAS--(BUSINESS WIRE)--Benchmark Bank has announced the formation of Benchmark Private Wealth Management, LLC, a wholly owned subsidiary of Benchmark Bank and a Registered Investment Advisor, to better provide its customers with a complete suite of financial services. The new channel will be led by industry veterans Wayne McCullough and Keith Beckman.
“The addition of Private Wealth Management services is a natural progression in the growth of the Benchmark family of companies and will allow us to more completely serve the financial needs of our customers,” said Mike Barnett, CEO and Chairman of Benchmark Bank. “Wayne and Keith will provide the expertise, advice and counsel that our clients demand and will further strengthen our relationships within the community.”
Benchmark is a community bank offering personalized services ranging from business and personal banking to commercial and construction loans to mortgage lending and title services. The bank has offices in Dallas, University Park, Plano and Austin. Benchmark Bank celebrates its 50th anniversary of serving the Texas banking community this year.
Mr. Beckman currently serves as Senior Vice President/Director of Special Projects for Benchmark Bank and will assume the role of Managing Partner at Benchmark Private Wealth Management. Keith’s prior positions include serving as Senior Vice-President of CSG Investments where he was responsible for purchasing and originating investments for the organization, Portfolio Manager at Highland Capital Management and Senior Analyst for Richmond Investment Advisors. Mr. Beckman, a former Eagle Scout who remains deeply involved in the Dallas-area Boy Scouts, received his BBA in Finance from the University of Texas at Austin and his MBA from Southern Methodist University and holds the Chartered Financial Analyst (CFA) designation. A member of Highland Park United Methodist Church, Keith, his wife Shelley and their two children reside in Dallas.
Mr. McCullough will be joining Mr. Beckman as Managing Partner, as well as serving as President of Benchmark Private Wealth Management. Wayne formerly served as Managing Director of Kayne Anderson Capital Advisors where he was responsible for the firm’s sales and marketing efforts that focused on high net worth, family office, and select institutional relationships as well as the management of the Dallas office. Prior to Kayne Anderson, Mr. McCullough was a Private Wealth Management Specialist with Deutsche Bank where his team was often acclaimed as one of the Best Financial Planning Groups/Wealth Management Teams in both the City of Dallas and the State of Texas. Wayne, a sixth generation Texan, received his BA from the University of Texas at Austin and holds his Certified Financial Planning designation as well as multiple other industry designations. Wayne, his wife Lissie, and their three children reside in Dallas where he currently serves various non-profit organizations and is intimately involved with the Salesmanship Club of Dallas working with troubled and at-risk children and their families.
Rawles Bell will be joining Mr. Beckman and Mr. McCullough as Associate Director, Client Advisor at Benchmark Private Wealth Management. A graduate of Texas A & M University with a degree in Finance, Mr. Bell holds series 7, 66 and his insurance license. Mr. Bell was most recently a Financial Advisor at RBC Wealth Management. Rawles’ business philosophy that it is a wealth manager’s duty to steward assets, not just manage them, aligns seamlessly with the overall perspective of the Benchmark family of companies. A native of the Park Cities, Rawles currently resides in Dallas and enjoys flying planes, hunting and golfing.
The Benchmark Private Wealth Management office will be located at 7019 Hillcrest Avenue, 2nd Floor, Dallas, Texas 75205. For more information visit benchmarkpwm.com, or email info@benchmarkpwm.com or call 214-474-2190.
Benchmark Wealth Management, LLC products are not FDIC insured, may lose value and are not Bank guaranteed.
