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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

Wealth Management Team:

Suzy Conley, Managing Director & Senior Relationship Manager

W. Brent Currier, Managing Director & Head of Growth Strategies, Texas 

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