Dallas
2121 N. Pearl St., Suite 1230
Dallas, TX 75201
PHONE NUMBER: 214.743.8440
TOLL-FREE: 866 517-3400
Wealth Management Team:
Suzy Conley, Managing Director & Senior Relationship Manager
Bruce L. Klein, CFA, Managing Director & Senior Relationship Manager
Elizabeth Nichols, Managing Director & Senior Wealth Strategist
John W. Winslow, CFA, Director of Insurance Platform Alliances
David J. Moody, Senior Vice President
Claire K. Hurley, Senior Associate & Client Service Manager
Connor McGarvey, Associate