Dallas Office
Occidental Tower
5005 LBJ Freeway
Suite 1410
Dallas, TX 75244
(866) 380-8332
(214) 545-3300
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| Location Brokers
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Zachary Allen
DAG Partner
Dallas Office
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Brian Armstrong
CFP®, CRC®
Vice President - Investments and Wealth Advisor
Dallas Office
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Debra Callaway
Vice President - Investments
Dallas Office
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Jesse Cardiel
Senior Financial Advisor
Dallas Office
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Randall Chenot
Investment Consultant
Dallas Office
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Andre Coudsi
Senior Financial Advisor
Dallas Office
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Tom Dunn
Senior Vice President - Investments
Dallas Office
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Justin Gedlen
Financial Advisor
Dallas Office
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Brandon Gibson
Dallas Office
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Jeffrey Graves
Executive Vice President
Dallas Office
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Betsy Hall
Financial Advisor
Dallas Office
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Luci Harty
CFP®, CAP®
President/CEO for Luci Harty Advisory, LLC
Dallas Office
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Jane King
Vice President - Investments
Dallas Office
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Christian W. LeLash
MBA
Vice President - Investments & Social Investment Consultant
Dallas Office
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Randy Merrill
Dallas Office
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G. Brent Morton
MBA, AIF®
Vice President - Investments, Wealth Manager
Dallas Office
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Ric Panzera
Senior Vice President – Investments
Dallas Office
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Shawndi Purselley
CFP®, CRC®
Vice President - Investments and Wealth Advisor
Dallas Office
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Richard E. Scott
Senior Vice President - Investments
Dallas Office
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Kenneth Vargas
Dallas Office
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James Wagner
AIF®
Vice President - Investments, Wealth Advisor and Accredited Investment Fiduciary®
Dallas Office
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Matthew Wells
Dallas Office
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Barbara Williams
Office Manager
Dallas Office
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