COMMITTED TO SERVING YOU

Monticello Wealth Management is wholly owned by Jefferson Bank. Since 1946, Jefferson Bank has operated with an attitude and principles of a Texas family business – because that’s exactly what it is. Jefferson Bank has been a strong part of the South Texas banking community for more than 75 years. It remains independent, locally-owned and ideally structured for convenient, personalized service. Today, the third-generation leadership is represented by A.J. “Jack” Lewis III, Steve C. Lewis and Paul E. McSween III.