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DALLAS, TX-DA

Merrill Lynch Wealth Management Branch Office

Despite the size of our branch and the global resources of Merrill, we work to give each client meeting the character of an intimate family gathering. We believe that when financial advisors and clients connect on a “local” level, there can be the benefit of understanding and support.

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Branch Office Profile

About Us

In these turbulent times, we believe it has never been more important to have a financial advisor who asks the right questions and can create a framework designed to help you achieve your own, your family’s, and your business’s objectives. Our branch has 55 financial advisors, which gives us the opportunity to share ideas and resources and to offer clients various approaches that come from years of combined wealth management knowledge and experience. We work hard to gain clients’ trust and we take the responsibility that comes with that trust very seriously.

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.

Robert K. Moran,

CFA

Senior Vice President

Wealth Management Advisor

Bikram S Mehta,

CFP

Vice President

Wealth Management Advisor

Elena Kuperman Stein

Assistant Vice President

Financial Advisor

Thanh H Le

Senior Financial Advisor

Alexander Anderson,

CPFA,

CFP

Vice President

Wealth Management Advisor

John S Graham,

CPFA,

CPWA

Vice President

Wealth Management Advisor

H Keith Wallace,

CPWA,

CFP

Senior Vice President

Wealth Management Advisor

Byron D Talbot

Vice President

Senior Financial Advisor

Aaron Gonzalez

First Vice President

International Wealth Advisor

Emily C Polito,

CFA

Vice President

Wealth Management Advisor

Patrick D Bowen,

CIMA

Assistant Vice President

Financial Advisor

Roxane L Rose,

CFP

First Vice President

Financial Advisor

Clay Young,

CRPC

Financial Advisor

Paul J Blage

Vice President

Senior Financial Advisor

Jose L Reygadas

Vice President

Financial Advisor

Steven Crate

Senior Financial Advisor

Office Team

Dan Greene| MLWM Market Executive| Director

Charlotte Logann| Market Supervision Manager| Vice President

Lisa Childs| Client Relationship Manager| Vice President

Chris Lawson| Market Client Relationship Manager| Vice President

Robin Young| Market Executive Assistant

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