We are the Trust & Investment Services Group of Southside Bank, a publicly traded $1.8 billion bank based in Tyler, Texas. We have been meeting the financial needs of our clients for more than 45 years and providing trust and investment services for over 25 years.

Our portfolio managers and trust administrators have more than 100 years of combined experience. We provide investment management, trust, employee benefit, and custody services. Our clients include individuals, families, corporations, employee benefit plans, and foundations.

We are passionate about what we do, believing we are able to bring to our clients the best of both worlds - world class resources and local decision makers - with the highest levels of accountability and service.

We would welcome the opportunity to share more fully with you how we go about meeting the financial and estate planning needs of our clients.

Please call Doug Bolles, Senior Vice President, at 903-533-7394 or, by e-mail, at dougb@southside.com.

We are located at 1201 South Beckham at East Lake in Tyler, Texas. Our mailing address is:

Trust & Investment Services
Southside Bank
P.O. Box 6170
Tyler, Texas 75711

Our Client Services Team:

Douglas G. Bolles, Senior Vice President 903-533-7394
doug.bolles@southside.com

Kathy Hayden, CPA, Senior Vice President 903-531-7197
kathy.hayden@southside.com

Jan Hazel, Vice President 903-531-7196
jan.hazel@southside.com

Stephen King, Investment Advisor 903-531-7172
steve.king@southside.com

Joi Wiley, Vice President & Operations Officer 903-531-7155
joi.wiley@southside.com

Click here to have a Southside Representative contact you.

 

 

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We want you to know that investment products provided by Southside Trust & Investment Services:
Are Not FDIC Insured
May Lose Value
Are Not Bank Guaranteed