Selected list of wealth management firms in Dallas

 

Firm name	Street	City	State	Zip	Telephone	Contact name/title	URL
Tolleson Wealth Management	5500 Preston Road, Suite 250	Dallas	TX	75205	214-220-3000	Eric Bennett/CEO	tollesonwealth.com/home.cfm
Stanford Group Company	300 Crescent Court, Suite 550	Dallas	TX	75201	214-220-3000	Lori Bensing/Managing Director	stanfordgroup.com
Bluffview Wealth Management, LP	100 Crescent Court, Suite 575	Dallas	TX	75201	214-855-2551	Jeff Rupp/Managing Director	http://www.bluffviewwm.com/
Robertson, Griege & Thoele Capital Management, Ltd.	5950 Sherry Lane, Suite 700	Dallas	TX	75225	214-360-7000	Chuck Thoele/Partner	rgtnet.com/RGTNET/WEB/me.get?web.home
Presidio Wealth Management LLC	100 Crescent Court	Dallas	TX	75207	214-855-2211	Colin Carter/Managing Director	presidiofp.com
Citi Smith Barney	200 Crescent Street, Suite 900	Dallas	TX	75201	800-855-7900	Joseph Sando/N/A	smithbarney.com
Merrill Lynch & Co.	2100 Ross Avenue, Suite 1000	Dallax	TX	75201	214-969-0008	Jeff Markham/Regional Managing Director	ml.com
Morgan Stanley	5001 Spring Valley Road, Suite 900W	Dallas	TX	75224	972-774-6500	Benjamin Fujihara/Branch Manager	morganstanley.com
RBC Wealth Management	2711 North Haskell Avenue, Suite 2500	Dallas	TX	75204	214-289-1000	Andy Teller, Jeb Bundock	rbcdain.com
Lee Financial	12222 Merit Drive, #1500	Dallas	TX	75251	972-960-1001	Teresa Quinn/Chief Compliance Officer	leefin.com
Quest Capital Management, Inc.	8235 Douglas Avenue, Suite 500	Dallas	TX	75225	214-691-6090	Terry Pender/Executive Vice President	questraymondjames.com
Penn Davis McFarland Inc	2626 Cole Avenue, #504	Dallas	TX	75204	214-871-2772	Sydney Sharp/Office Manager
Bernstein Global Wealth Management	300 Crescent Court, Suite 950	Dallas	TX	75201	214-860-5200	Katie Young/Office Manager	bernstein.com
J.P. Morgan	2200 Ross Avenue, 7th floor	Dallas	TX	75201	214-965-2008	Bill Bogart/Managing Director	jpmorgan.com