Cepa Phebus

Q: What is Cepa Phebus email address?

Email Cepa Phebus at phebus@mindspring.com and cepa.linniephebus@frostbank.com. This email is the most updated Cepa Phebus email found in 2026.

Q: How to contact Cepa Phebus?

To contact Cepa Phebus send an email to phebus@mindspring.com or cepa.linniephebus@frostbank.com. If you want to call Cepa Phebus try calling on +15124238397 and +15127971242. (updated on November 04, 2024)

Senior Vice President - Wealth Advisor at Frost Bank | Austin, Texas, United States

About Cepa Phebus

Cepa Phebus serves as a Senior Vice President and Wealth Advisor at Frost Bank, where he leverages over 30 years of experience in the financial services industry to deliver tailored wealth management solutions. As a Certified Financial Planner®, Cepa specializes in comprehensive financial planning, investment management, and estate and charitable gift planning, ensuring that clients' financial goals align with their personal values and aspirations. His expertise extends to asset allocation and portfolio management, allowing him to craft investment strategies that are both innovative and resilient in the face of market fluctuations.

In his role as the regional practice leader for Family Legacy Services within Frost Wealth Advisors, Cepa is dedicated to helping families navigate the complexities of wealth transfer and legacy planning. He understands that effective wealth management goes beyond numbers; it involves fostering meaningful conversations about family values, philanthropic goals, and long-term financial health. Cepa's commitment to personalized service and strategic advisory has made him a trusted partner for clients seeking to secure their financial future while making a positive impact on their communities.

Key projects Cepa has spearheaded include the development of customized financial plans that integrate retirement planning and investment advisory services, ensuring clients are well-prepared for all stages of life. His holistic approach to wealth management, combined with his deep understanding of mutual funds and other investment vehicles, positions him as a leader in the industry. At Frost Bank, Cepa Phebus continues to exemplify excellence in wealth management, empowering clients to achieve their financial dreams while building a lasting legacy.

Cepa Phebus Work

Senior Vice President - Wealth Advisor at Frost Bank in January 1999 to Present

Financial Planning Manager at HD Vest Financial Services in January 1993 to January 1999

Investment Advisor at IDS Financial Services in January 1991 to January 1992

Cepa Phebus Skills

Wealth Management

Investments

Financial Planning

About Cepa Phebus's Current Company

Frost Bank

Discover more about Frost Bank

Frequently Asked Questions about Cepa Phebus

What is Cepa Phebus email address?

Email Cepa Phebus at [email protected] and [email protected]. This email is the most updated Cepa Phebus email found in 2026.

What is Cepa Phebus phone number?

Cepa Phebus phone number is +15124238397 and +15127971242.

How to contact Cepa Phebus?

To contact Cepa Phebus send an email to [email protected] or [email protected]. If you want to call Cepa Phebus try calling on +15124238397 and +15127971242. (updated on November 04, 2024)