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THE STAR

Merrill Lynch Wealth Management Branch Office

Welcome to THE STAR. Our collaborative network allows us to draw on each other’s diverse experiences so we can offer you insights, perspectives, skills and strategies that have been designed to help you and your family lead the lives you want.

 

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Branch Office Profile

Chris Miller, Market Executive and the Greater Dallas Management Team are experienced Financial Services Professionals leading high performance advisors and partners within the Wealth Management Industry. Responsibilities include day to day leadership of the Greater Dallas Flagship Market based out of Frisco, TX. Our other locations include the Dallas Galleria and McKinney Craig Ranch offices of Merrill. We are committed to being the premier Wealth Management offering in the industry. This is accomplished through a relentless focus on being second to none in serving the sophisticated business needs of both Clients and Financial Service Professionals. Our vision: Sustainable Growth, through a Preeminent Client and Employee Standard.

About Us

The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

Culture

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

 

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Charles G Daniel,

CEPA,

CIMA

Senior Vice President

Wealth Management Advisor

Garry D Scheufler,

CPFA,

C(k)P

Vice President

Wealth Management Advisor

Jackson Alexander,

CRPC

Vice President

Senior Financial Advisor

Michael J Fontenot,

CFP

Vice President

Wealth Management Advisor

James F. Keller,

CRPC,

CFP

Vice President

Wealth Management Advisor

Jeff Eastburn

Senior Vice President

Senior Financial Advisor

Christopher D Cervantes,

CPFA,

CIMA,

C(k)P,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

Aaron Kelly,

CFP

Financial Advisor

Christopher B. Campbell

Vice President

Senior Financial Advisor

Paul Weathers,

ChFC,

CFP

Senior Vice President

Wealth Management Advisor

Thomas Slater

Senior Vice President

Senior Financial Advisor

Daren Lee

Assistant Vice President

Financial Advisor

Robert Robles III,

CPWA,

CIMA,

CRPC

Vice President

Wealth Management Advisor

Tracey A Gledhill,

CPFA,

CFP

Investment Associate

Eric Fuller,

CPFA,

CPWA

Vice President

Wealth Management Advisor

Jesse Belville

Assistant Vice President

Senior Financial Advisor

Tyler Samuels

Vice President

Senior Financial Advisor

Jack Parker,

CRPC

Vice President

Senior Financial Advisor

Kurt D Petersen

Vice President

Financial Advisor

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Events

July 15th, 2020 | 4:00PM-5:00PM CST

July 22th, 2020 | 4:00PM-5:00PM CST

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management