KLEBERG BANK HISTORY

A Legacy of Community Building.

Founded in 1905 by Robert Justus Kleberg, Kleberg Bank has played a vital role in the economic and social development of South Texas for over a century. Originally established to support the financial needs of ranchers, farmers, and local businesses in the region, the bank has since grown to become a cornerstone institution that supports individuals, families, and enterprises across South Texas.

Kleberg Bank has always been deeply committed to community building. Its founders, the Kleberg family, were instrumental in the growth of the iconic King Ranch and helped shape the economic landscape of the region. The bank continues to embody this legacy by providing financial services that empower local businesses, encourage homeownership, and facilitate wealth creation for residents.

Throughout its history, Kleberg Bank has focused on fostering long-term relationships and offering personalized service to meet the unique needs of its customers. Whether through supporting local entrepreneurs, sponsoring educational initiatives, or investing in community development projects, the bank has remained dedicated to making a meaningful difference in the lives of the people it serves.

As a trusted financial partner, Kleberg Bank has maintained a strong focus on preserving the values of cooperation and stewardship, ensuring that the prosperity of South Texas grows alongside its communities.

CETERA

A Strategic Partner.

The History of Cetera Investment Services and Their Role in Supporting Community Banks.

Cetera Investment Services, originally founded in 1981 as IFMG Securities, has long been dedicated to providing investment and wealth management solutions for community banks and credit unions. Over the decades, the firm has grown to become a leader in helping local financial institutions expand their service offerings, allowing them to provide comprehensive investment and advisory solutions while maintaining the personal relationships that define community banking.

A pivotal moment in Cetera's history came in 2009 with the acquisition of PrimeVest, a well-established brokerage firm specializing in serving financial institutions. This acquisition significantly strengthened Cetera’s ability to support community banks, giving them access to a broader range of investment products, innovative technology platforms, and enhanced advisory services. The integration of PrimeVest’s expertise solidified Cetera’s position as a leading provider of financial services within the community banking space.

Through its partnership model, Cetera Investment Services has empowered hundreds of community banks and credit unions to offer tailored wealth management solutions to their clients. These services include investment advisory, retirement planning, insurance products, and more. By providing cutting-edge technology and robust compliance support, Cetera enables local financial institutions to compete in an increasingly complex financial environment while retaining the personal, trusted service that their customers value.

Today, Cetera continues to play a crucial role in fostering the growth and success of community banks across the country. Its mission remains focused on helping these institutions strengthen their client relationships and enhance their role in supporting the financial well-being of the communities they serve. The acquisition of PrimeVest was a key step in this journey, allowing Cetera to offer an even more comprehensive suite of services tailored specifically to the needs of community financial institutions.

WORKING TOGETHER TO SERVE YOU

Kleberg Bank and Cetera.

A Partnership for Comprehensive Wealth Management.

Kleberg Bank has partnered with Cetera Investment Services to offer clients a full range of wealth management solutions under the banner of the Kleberg Wealth Management Team. This partnership combines Kleberg Bank’s deep roots in South Texas and commitment to personalized service with Cetera’s extensive experience in investment advisory and financial planning.

Through this collaboration, the Kleberg Wealth Management Team provides clients with tailored financial strategies, including retirement planning, investment management, estate planning, and insurance solutions. Cetera’s advanced technology, broad product offerings, and robust advisory support enable Kleberg Bank to offer a comprehensive suite of wealth management services, while maintaining the personal, trusted relationships that have defined the bank for over a century.

Together, Kleberg Bank and Cetera empower clients to achieve their financial goals with confidence, delivering both local expertise and national resources through a seamless and personalized experience.