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DALLAS GALLERIA

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

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Branch Office Profile

Robert Robles, Resident Director for the Galleria Office, is a seasoned Wealth Management Advisor whose responsibilities include leading the Galleria branch of Merrill's Thundering Herd of experienced, high performance advisors in our north Dallas office location of Merrill.  Our team is committed to being your trusted resource and the premier Wealth Management offering in the industry.  We accomplish this for you through a relentless passion, focus, and discipline in serving the sophisticated individual and business needs of both Clients and our Financial Advisory 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

We provide transparency and openness, and we believe that’s why many clients have remained with us for long periods of time. Our branch’s advisor teams understand and respect the significance that individual investors and families place on trust, and they strive to develop a level of trust and intimacy that we believe is necessary to permit frank discussions on a wide range of individual, multi-generational and business needs. Let’s discuss how our branch and the wide array of services we offer may benefit you.

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

Our branch’s mission is to address the needs of our clients while striving to exceed their expectations at all times. As our branch manager is fond of saying, “Good service doesn’t just happen, it’s up to us to make it happen.” The advisor teams within the branch understand how clients want to be treated and they strive to create an atmosphere that invites questions and makes each meeting satisfying for the client. We are committed to exceptional client service with each contact.

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.

Stephen Tosha

Senior Vice President

Senior Financial Advisor

Mohamed Yahiaoui

Vice President

Senior Financial Advisor

Brian D Kraft,

CFP,

CRPC

First Vice President

Wealth Management Advisor

Robert M Walker

Vice President

Wealth Management Advisor

Robert H Evans,

CRPC

Senior Vice President

Senior Financial Advisor

Christopher Lyons,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Hayden C. Bowring,

CFP

Assistant Vice President

Financial Advisor

J. Curt Leonard,

CPWA,

CRPC

Managing Director

Wealth Management Advisor

John Adams,

CPFA

Senior Financial Advisor

Robert Robles III,

CPWA,

CIMA,

CRPC

First Vice President

Resident Director - Wealth Management 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.

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