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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 & Director of Insurance Platform Alliances  

Christina Gumm, Senior Vice President & Senior Relationship Manager

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

Kealee Spencer, Senior Associate & Senior Client Service Associate