Dallas
2121 N. Pearl St., Suite 1230
Dallas, TX 75201
Phone number: 214-743-8440
Toll free: 866-517-3400
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
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