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DALLAS, TX-DA
Merrill Lynch Wealth Management Branch Office2100 Ross Ave
Suite 1000/1100
Dallas, TX 75201- Hours of Operation: Mon - Fri: 8:00 AM - 4:00 PMSee More Hours
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We work to give each client meeting the character of an intimate family gathering, supported by the branch and Merrill’s global resources We believe that when financial advisors and clients connect on a “local” level, there can be the benefit of clearer understanding and support.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
About Us
In these unsettled times, we believe it has never been more important to have a financial advisor who asks the right questions and who can help 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
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.
The Milner Group
Wealth Management
Blage, Nethery, Johnson, and Associates
Wealth Management Group
Maynard, Nethery, Johnson and Associates
Wealth Management
Jose L Reygadas
Financial Advisor
Steven Crate
Senior Financial Advisor
Eleni Feleke
Financial Advisor
Office Team
Dan Greene| MLWM Market Executive| Director
Charlotte Logann| Market Supervision Manager| Director
Lisa Childs| Client Relationship Manager| Vice President
Chris Lawson| Market Client Relationship Manager| Vice President
Elias Acosta| 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.
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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.
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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.
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