Financial advice to help you achieve your goals

Third Coast Bank SSB offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.  Through on-site financial planning and investment solutions, they partner with us to help you reach your financial goals. Financial Advisors at Third Coast Advisors, a financial advisory practice of Ameriprise Financial Services, LLC are available at our Humble location to speak with you about your financial goals.


Why work with a financial advisor?

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. A financial advisor can help you achieve your short- and long-term financial goals, whether you have one or many, as well as plan and prepare for unexpected events that might arise. Through an ongoing, collaborative relationship with an advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals anytime and receive timely advice when you need it.


A comprehensive approach

We care about what matters most to you. That's why we've established a relationship with Third Coast Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, who dedicates their practice to helping you achieve your financial goals. Together, you and your advisor will evaluate your financial life to see how it all fits. From there, your advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your advisor will help you prioritize what’s important today, while planning for a confident financial future.

Solutions and advice aligned to your goals

The Ameriprise Financial Institutions Group program allows us to align with the expertise and resources of Ameriprise Financial. You will have access to wide-ranging advice — from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life — to help you meet your goals. And, your advisor can provide access to a broad array of solutions to meet your specific needs, including investments, insurance and annuities, personal trust services, cash and cards.

About Ameriprise Financial

For more than 125 years, Ameriprise has remained true to its vision of putting its clients' interests first. Ameriprise is passionate about helping clients live the full and rich life they’ve earned, today, tomorrow and in the future. Ameriprise Financial is a longstanding leader in financial planning and advice. Today, Ameriprise has helped more than 2 million individual, business and institutional clients and has more than $900 billion in assets under management and administration.View the Ameriprise FINRA BrokerCheck listing.


Products and services available through Ameriprise

  • Financial planning
  • Retirement planning
  • Investments
  • Funding education expenses
  • Insurance and annuities
  • Estate planning strategies
  • Retirement income strategies
  • Tax planning strategies 

Advisor Contact Advisor Website

Jeanette Allan,
Managing Director
  T: 713-960-1300
C: 713-515-4574

Located at Third Coast Bank
1800 West Loop South,
Ste 100
Houston TX 77027

John Boles,
Managing Director
T: 737.825.2932

Located at Third Coast Bank
200 E 8th Street, Ste 202
Georgetown TX 78626

John Bunch,
Managing Director
T: 713.960.1300
C: 281.865.2362

Located at Third Coast Bank 
20665 W Lake Houston Pkwy
Kingwood, TX 77346

Josh Collins,
Program Manager
T: 210.269.1877

Located at Third Coast Bank
18756 Stone Oak Pkwy, Ste 200
San Antonio TX 78258

Michael Loerch,
Managing Director
T: 737.825.2933

Located at Third Coast Bank
200 E 8th Street, Ste 202
Georgetown TX 78626