Dallas Office
Occidental Tower
5005 LBJ Freeway
Suite 1410
Dallas, TX 75244
(866) 380-8332
(214) 545-3300
Last Name By:
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Brian Armstrong
Vice President - Investments and Wealth Advisor
Dallas Office
Randall Chenot
Investment Consultant
Dallas Office
Tom Dunn
Senior Vice President - Investments
Dallas Office
Betsy Hall
Financial Advisor
Dallas Office
Luci Harty
CFP®, CAP®
President/CEO for Luci Harty Advisory, LLC
Dallas Office
Jane King
Vice President - Investments
Dallas Office
Randy Merrill
Dallas Office
G. Brent Morton
MBA, AIFA®
Vice President - Investments, Wealth Manager
Dallas Office
Ric Panzera
Senior Vice President – Investments
Dallas Office
Shawndi Purselley
CFP®, CRC®
Vice President - Investments and Wealth Advisor
Dallas Office
Matthew Wells
Dallas Office
Barbara Williams
Office Manager
Dallas Office