Wealth Management

Wealth Management Team

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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 license, 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.

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Irma Garza - Investment Assistant

Irma Garza has been in the banking and financial services industry since 1992 and has held positions in Personal Banking, Private Banking and Wealth Management.  She is currently the Investment Assistant of Kleberg Financial Services, and has held this position since 2014.  She enjoys helping customers and strives to treat everyone with professionalism, courtesy, and respect.  Irma resides in Bishop, TX with her husband.  They proudly have three children, ten grandchildren, and two great grandchildren, who are all the loves of her life.  Her favorite things to do are listening to music, and spending quality time with her family.