Our Dallas office provides more than 100 years of combined wealth management experience in a convenient Preston Center location just east of the Dallas North Tollway. The team focuses on wealth in transition, including divorce, changes in business ownership, death and wealth transfer. In addition, the office provides local access to BNY Mellon’s extensive range of global resources and services.
Get in touch and put our experienced Dallas-based team to work on your behalf.
Our Dallas Team
President of US Markets- Southwest
Regional President – Texas
Regional Director – Private Banking
Send us an email and we’ll schedule a call that works for you.