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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, the Senior Market Executive and the Greater Dallas Leadership 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, McKinney Craig Ranch, Flower Mound, and Wichita Falls offices of Merrill. We are committed to being the premier Wealth Management offering in the industry. Our vision: Sustainable Growth, through a Preeminent Client and Employee Standard.

About Us

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

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.

Community 

Through our volunteerism and charitable outreach, the 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 investing insights of Merrill, a disciplined wealth planning 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

Jackson Alexander,

CRPC

First Vice President

Senior Financial Advisor

Michael J Fontenot,

CFP

Vice President

Wealth Management Advisor

Jeff Eastburn

Senior Vice President

Senior Financial Advisor

Christopher B. Campbell,

CDFA

Senior Vice President

Senior Financial Advisor

Paul Weathers,

ChFC,

CFP

Senior Vice President

Wealth Management Advisor

Thomas Slater

Senior Vice President

Senior Financial Advisor

Jesse Belville

Vice President

Senior Financial Advisor

Tyler Samuels

Senior Vice President

Senior Financial Advisor

Kurt D Petersen

Vice President

Wealth Management Advisor

Christopher Beach,

CFP

Vice President

Financial Advisor

Frank T. Campbell,

CFP

Vice President

Wealth Management Advisor

Rohan Garg,

CFP

First Vice President

Wealth Management Advisor

Onye Nwachukwu,

CRPC

Vice President

Financial Advisor

Kevin L. Cochran,

CFP

Vice President

Wealth Management Advisor

Michael Santino Parrelly,

CFP

Senior Vice President

Financial Advisor

Roderick Bennett,

CRPC,

AWMA

Financial Advisor

Bradley K Willis,

CEPA

Vice President

Financial Advisor

Adam K Noll

Senior Vice President

Senior Financial Advisor

Krystal Nichole DeLeon,

CDFA

Vice President

Financial Advisor

Eric Wynn,

CFP,

AWMA,

CRPC

Financial Advisor

Kristina T Johnson,

CIMA,

CFP

Assistant Vice President

Senior Financial Advisor

Nathanial Wilk

Senior Financial Advisor

Thomas D. Bridgman II,

CRPC,

CRPS,

AAMS

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

Merrill Financial Solutions Advisor Informational Session

June 26th, 2024 | 5:00PM-6:00PM EST

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide.  You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.

As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey.  Join us for an informational session to learn more!

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide.  You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.

As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey.  Join us for an informational session to learn more!

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Careers 4

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