Wealth Management

Wealth Management Team

Bryan M. Grove II - Vice President, Financial Advisor

Bryan M. Grove II has been in the financial services industry for over ten years and has held positions in banking, trust management, portfolio management and financial planning. He is currently Vice President of Kleberg Wealth Management. He has a passion for the financial markets and a desire to do the right thing for clients, making their goals his priority. Bryan holds a master’s degree in Business Administration, with minors in Finance and Accounting, along with a bachelor’s degree in International Business. In addition, Bryan holds various professional designations. Bryan is a CERTIFIED FINANCIAL PLANNER™ Professional - CFP®, a Certified Wealth Strategist - CWS®, and a Certified Fund Specialist - CFS®. Bryan holds a Series 7 registration, Series 63 and Series 65. He was born and raised in Corpus Christi, and lives there with his wife Jennifer. They enjoy fishing and the beach, golf and basketball.

Check the background of this investment professional on FINRA’s BrokerCheck.

 

Gina Ulisse - Vice President, Financial Advisor

Gina is a Financial Advisor, Certified Fund Specialist CFS®, and Assistant Vice President with Kleberg Wealth Management.  She brings over 20 years of banking experience to our team with previous positions including branch manager, assistant operations manager, and product management specialist.  Her passion is taking care of her clients by doing what is right for them.  She earned an AAS in Banking and Finance, holds Series 7, Series 66, and a General Lines Agent for Life, Accidental, Health, and HMO licenses, and is committed to lifelong learning and development. Gina resides in Corpus Christi with her husband and two children.

Check the background of this investment professional on FINRA’s BrokerCheck.

Irma Garza - Investment Assistant

Irma Garza first joined Kleberg Bank in 1992, and has held positions in Personal Banking, Private Banking, and Wealth Management. She is currently the Investment Assistant of the Kleberg Wealth Management and has held this position since 2013. She is a dedicated member of the Wealth Management team, and is committed to supporting our financial advisors, building loyal relationship with her customers, and co-workers. She strives to treat everyone with professionalism, courtesy, and respect. Irma resides in Bishop, Texas with her husband Arnulfo. They proudly have 3 children, 11 grandchildren, and 2 great grandchildren. Irma enjoys listening to music, walking, biking, and most of all spending quality time with her family.

 

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC.  Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. 

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