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Dallas

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2121 N. Pearl St., Suite 1230

Dallas, TX 75201

PHONE NUMBER: 214.743.8440
TOLL-FREE: 866 517-3400

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Team Dallas Employees List

OFFICE HEAD:

W. Brent Currier, Managing Director 

WEALTH MANAGEMENT TEAM:

Bruce L. Klein, CFA, Managing Director & Senior Relationship Manager

Elizabeth Nichols, Managing Director & Senior Wealth Strategist

John W. Winslow, CFA, Managing Director  of Insurance Platform Alliances  

David J. Moody, Senior Vice President & Business Development Officer

Michael D. Zeier, Senior Vice Presdent & Senior Relationship Manager

Claire Hurley, Vice President & Client Service Manager

Connor McGarvey, Vice President & Senior Client Analyst

Daniel Elorduy-Sendra, Analyst & Client Analyst