Whether you are a conservative, middle-of-the-road, or aggressive investor, Kleberg Wealth Management provides financial opportunities tailored to you.
Kleberg Wealth Management will take the time to listen to your needs and work closely with you in developing a game plan to address your investment objectives.
With Kleberg Wealth Management, you can enjoy the convenience of conducting your banking and investment activities at one location. You will find the products and services you would expect from a traditional brokerage firm, along with a high level of personalized attention to your investment needs.
Wealth Management Team
Gina Ulisse
Vice President, Financial Advisor
Gina is a Financial Advisor, Certified Fund Specialist CFS®, and Vice President with Kleberg Wealth Management. She brings over 20 years of banking experience to the team with previous positions including branch manager, assistant operations manager, and product management specialist. Her passion is taking care of her clients by doing what is right for them. She earned an AAS in Banking and Finance, holds Series 7, Series 66 registrations, and a General Lines Agent for Life, Accidental, Health, and HMO licenses, and is committed to lifelong learning and development. Gina resides in Corpus Christi with her husband and two children.
Gina Ulisse is available to discuss your financial planning and investment needs by phone at (361) 850-6800 ext.3513.
Check the background of this investment professional on FINRA’s BrokerCheck.
Joseph R. Vasquez
Vice President, Financial Advisor
Joseph is a Financial Advisor, and Vice President with Kleberg Wealth Management. Over the last 18 years, he has worked in various areas of financial services including, retail banking, lending, cash management, and as an outside product partner. In 2014, he began working with clients as a licensed financial advisor, and primarily served clients in the Greater South Texas region. He rejoined Kleberg Bank in November 2022, and continues to focus on providing holistic advice to clients in the areas of generational wealth planning, solutions for business owners, as well as preparing clients for retirement and education expenses. He earned a BA in Psychology from Texas A&M University – Kingsville, and holds Series 7, Series 66 registrations, and a General Lines Insurance license.
Joseph resides in Portland, with his wife, Jackie, and two children, Ava and James. Outside of the office, Joseph enjoys serving his community. Currently, he serves as Vice President of the Gregory-Portland Education Foundation, Chairman of the Board of Adjustment for the City of Portland, and facilitates sessions for the Leadership Portland program offered through the Portland Chamber of Commerce.
Joseph Vasquez is available to discuss your financial planning and investment needs by phone at (361) 850-6800 ext.6810.
Check the background of this investment professional on FINRA’s BrokerCheck.
Investment Products
Kleberg Wealth Management presents a broad spectrum of investment products:
- Tax-favored investments
- Mutual funds
- Stocks and bonds
- Money market funds
- U.S. government securities
- Unit investment trusts
- And more
Located at: 5350 S Staples Corpus Christi TX, 78411 (361) 850-6800
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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