Wealth Management Services Team



Barbara Vilutis

Executive Vice President
Wealth Planning Group

4400 Post Oak Parkway
Houston, TX 77027
713-232-1094

With more than 30 years of financial experience, Barbara joined Amegy Bank in 2002 to establish the Wealth Strategies Group. She previously served in various senior roles in Private Banking for JP Morgan Chase in Houston.

A cum laude graduate from Millsaps College in Jackson, MS, Barbara also earned an MBA in finance from the University of Mississippi. With a history of serving on Houston philanthropic boards for decades, her current memberships include Goodwill Industries, The Lighthouse of Houston, where she is chair of the Finance Committee, The Institute for Rehabilitation and Research Foundation, and the Executive Women’s Greater Houston Partnership Steering Committee, formerly serving as president.

Barbara's prior board tenures include The Moores School of Music at University of Houston, The Alzheimer’s Association, The Roundtop Library and The Texas Pioneer Arts Foundation, where she served as president. She holds Series 7 and 63 licenses.

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David J. M. Key

Senior Vice President
Wealth Planning Group

4400 Post Oak Parkway
Houston, TX 77027
713-232-1852

Prior to joining the Amegy team in 2006, David worked in Private Investment Management at Lehman Brothers, and as a client advisor, portfolio manager and trust officer within JP Morgan Private Bank. His collective financial experience exceeds 19 years.

David graduated with a double major BBA in finance and accounting from Stephen F. Austin State University.

He serves on the boards of Elves and More and of YES Preparatory Public Schools. David is also active at Grade Fellowship United Methodist Church, where he coaches youth select baseball in the west Houston area. He holds Series 7 and 63 licenses.

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Adam Brennen, CFP®, CWS®

Vice President
Wealth Planning Group

4400 Post Oak Parkway
Houston, TX 77027
713-232-1603

Adam joined the bank in 2005 and is a CERTIFIED FINANCIAL PLANNER™ as well as a Certified Wealth Strategist®. He graduated Summa Cum Laude from Abilene Christian University with a degree in Finance and subsequently received his MBA from Texas Tech University. He has also completed post graduate studies from Rice University and Cannon Financial Institute.

He is a member of the Financial Planning Association, Houston Economics Club, and active with the West Houston Church of Christ. He also lectures regularly on financial topics at the University of Houston, University of Texas Medical School, and Baylor College of Medicine.

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