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By Callie Morgan, CFP® and Mark Uzzell

For many families and business owners, oil and gas interests or specialty assets represent more than a line item on a balance sheet; they are a legacy. Whether inherited, acquired, or developed over time, these assets can generate significant income and long-term value. However, they also come with unique complexities...


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Team members from Southside Bank, local leaders, and community members gathered to celebrate the completion of the Bank’s new, full-service branch in Cleveland, Texas, on April 9, 2026. The newly constructed branch, located at 200 E. Crockett in Cleveland and adjacent to the Bank’s previous location, represents both a continued investment in the community and a milestone mark...


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Southside Bank announced the expansion of its Wealth Management & Trust division into North Texas and the appointment of veteran advisor Amy Sutton as Regional President of North Texas.

“Southside Bank has built a strong reputation for delivering trusted financial guidance and personalized service across Texas,” said Bill Newburn, President of Southside Wealth Manag...


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