#USA #Dallas #Truist Wealth #Erik Carrington #Joe Levi

Truist Strengthens Leadership in Texas

Truist Financial Corporation has recently made significant changes to its leadership in Texas by appointing key individuals to spearhead its Truist Wealth and Premier divisions. The new leadership aims to enhance the company’s commitment to providing exceptional wealth management solutions to affluent clients across the state.

In a recent press release on October 7, 2025, Truist announced Joe Levi as the new regional managing director for North Texas. Based in Dallas, Levi brings a wealth of expertise with over 25 years in the wealth management sector. His previous role as managing director and senior wealth advisor at Truist Wealth in Nashville has equipped him with the skills necessary for this new position. Levi is recognized for his growth-oriented mindset and collaborative approach, which helps him build effective teams and foster strong client relationships.

Alongside Levi, Truist has appointed Erik Carrington as the regional managing director for Houston and Central Texas. Carrington joins the team with an impressive three-decade-long career in banking and investment management. He has previously held pivotal roles at Morgan Stanley and UBS, leading successful wealth management teams. Carrington's extensive experience in managing teams and his deep knowledge of the financial landscape will be instrumental for Truist's growth in the region.

Brian Dowhower, the head of Truist Wealth, stated, "Joe and Erik's deep industry experience and dedication to cultivating high-performing teams make them key additions to our team in Texas. Their leadership will help us continue to grow our presence in Texas and provide our clients with holistic wealth management services."

Truist Wealth is complemented by Troy Schiermeyer, who leads the financial advisor teams in Texas as the Brokerage Division Director for Truist Investment Services. Together, Levi, Carrington, and Schiermeyer will work to provide high-net-worth clients with comprehensive and tailored wealth management solutions. This collaborative effort is expected to significantly enhance the quality of service offered to clients.

In addition to the appointments within its wealth management sector, Ryan Thompson has been named as the Premier Region Director, overseeing the Premier Banking team in Texas. With a banking career spanning nearly 15 years, Thompson is poised to help ensure that clients with complex financial needs receive top-notch advice-driven services. Based in Houston, he will manage the team dedicated to affluent clients who hold $250,000 in assets at Truist.

Thompson’s role is strategically essential as Truist seeks to expand its services within Texas’s burgeoning markets, focusing on exclusive benefits, personalized guidance, and the development of strong relationships with clients.

This leadership restructuring in Texas follows Truist's announcement earlier this year about an investment plan to bolster its operations in key markets, including Dallas and Austin. Over the next five years, the company plans to establish insights-driven branches, enhance digital capabilities, and recruit additional Premier advisors to cater to clients with specific financial requirements.

In summary, Truist’s new leadership appointments reflect the company’s strategic commitment to expanding its footprint and improving services in Texas. With experienced professionals like Joe Levi, Erik Carrington, and Ryan Thompson at the helm, Truist is well-positioned to offer robust wealth management solutions while catering to the unique financial needs of its affluent clientele.

Truist continues to stand out as a purpose-driven financial services company, striving to inspire and build better lives and communities. Established in Charlotte, North Carolina, it holds a prominent position in many high-growth markets across the U.S., offering an extensive range of products and services across consumer and corporate banking, investment banking, capital markets, and more.

As it moves forward, the company’s commitment to exceptional service and strategic expansion is expected to solidify its standing as a leader in wealth management.