Category: Dallas

11 Jan 2018

Jane King

Vice President – Investments
jking@ffec.com

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

11 Jan 2018

Jeffrey Graves

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

Jeff Graves is President and CEO. Jeff has been with FFEC for over 12 years and has offices in both Scottsdale and Dallas. He has over 30 years of experience in the financial services industry. Before joining FFEC, Jeff worked for Banc of America Investment Services, Inc. as the National Sales Director. Prior to that, Jeff spent 17 years with Morgan Stanley serving in various roles, including Managing Director of Private Wealth Management, Branch Manager, Management Training Associate and Financial Advisor. Jeff holds a BA, BS from Arizona State University.

As President and CEO, Jeff is always looking for highly motivated registered investment professionals to join FFEC. If you are ready to partner with a firm that cares for its clients and advisors, please contact Jeff at (214) 545-3301 or jgraves@ffec.com to arrange a confidential appointment and explore the possibilities. To learn more visit www.joinffec.com.

CRD# 1398578

11 Jan 2018

Brandon Gibson, CFP®

Gibson Wealth Management
bgibson@ffec.com
(214) 545-3311

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

Gibson Wealth Management (GWM), which operates under First Financial Equity Corporation (FFEC), was founded in 2009 on principals of fiduciary responsibility and comprehensive service. GWM provides comprehensive wealth management services including investment strategies, cash management accounts, risk management, and widely accepted financial planning strategies. Using these strategies, affluent families may be able to grow and preserve their wealth across generations.

Originally from Dalton, GA, Brandon Gibson moved to Texas to attend Rice University, where he earned his Bachelor’s Degree in Music. After completing his Master’s Degree in Music at Southern Methodist University in Dallas, he began his career in the financial services industry with American Express Financial Advisors in 2003. During his tenure at American Express (now Ameriprise Financial), he earned the Fast Start Award, First Year Achiever’s Award, Second Year Achiever’s Award, and President’s Service Award. Brandon joined Chase Investment Services in 2005, earning the Rookie of the Year award and serving investment clients at two of the DFW area’s largest Chase branches. In 2009, Brandon went into private practice, joining FFEC and founding GWM.

Brandon Gibson is also an opera singer. He often sings professionally in the DFW area and elsewhere in opera, concert, chamber, and sacred music venues. His wife, Brooke, is a professional opera singer as well. They have a beautiful daughter named Lily Grace who keeps them on their toes. Brandon and Brooke attend Lovers Lane United Methodist Church, where they sing in the choir together.

Visit the Gibson Wealth Management website.

11 Jan 2018

Justin Gedlen, CFP®, CRC®

Vice President-Investments
Financial Advisor

jgedlen@ffec.com
(214) 545-3310

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

We know financial planning and investing can be a complicated (and sometimes stressful) topic for many people, but it does not have to be.  As a CERTIFIED FINANCIAL PLANNER™ practitioner, Justin’s primary focus is not only on helping you reach your financial goals, but helping you understand your path to financial independence.  We will talk to you about your finances in a language that makes sense.

First Financial Equity Corporation is an independent firm with no in-house investments—this allows Justin to simplify the marketplace and offer unbiased advice.  It is with the mindset of a fiduciary that he will help you make smart, informed financial decisions.  Our “planning first attitude” leads to recommendations that revolve around a written financial plan, not a sales agenda.

Justin earned his Bachelor of Science degree from The University of Wisconsin-Madison and has over 10 years of industry experience.  He lives in Highland Village with his wife Hannah and their son Pierce.  Even after nearly a decade of Texas residency, he remains devoted to the Wisconsin Badgers and Green Bay Packers…much to his Dallas born wife’s dismay.

11 Jan 2018

Tom Dunn

Senior Vice President – Investments,
Qualified Municipal Representative
tdunn@ffec.com
(214) 545-3315

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

Tom Dunn is a Senior Vice President of Investments with First Financial Equity Corporation. He earned his Bachelor of Science from the University of Colorado Boulder in Real Estate – Finance in 1977, then began his career as a financial advisor.  Tom specializes in managing cash for corporations, public funds, legal settlements, foundations and family offices. He is a member of the National Chapter and Dallas Chapter of the Association of Financial Professionals.

Tom enjoys many types of music and plays piano.  He is on a tennis league and is an avid reader.  Tom and his wife Kathleen, have two grown, married children. He is an active member of the Highland Park Presbyterian Church in Dallas.

10 Jan 2018

Jesse Cardiel

Financial Advisor
jcardiel@ffec.com

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

Jesse Cardiel, a Senior Financial Advisor at First Financial Equity Corporation (FFEC), has been providing Investment Management for twenty five years to individuals, businesses and retirement plans. Jesse’s experience in cash management and retirement investment rounds out his knowledge of the financial services industry.

“I am proud to work with FFEC’s team of experts in providing the guidance my clients need to try and reach their financial goals. Whether you’re planning the retirement of your dreams, saving for your children’s education or working toward some other investment objective, you can count on FFEC’s dedicated professionals for responsive, personalized service and access to a wide range of products.”

Jesse began his career in the financial industry with American Savings Bank as an Account Executive in 1986. Jesse lives in Livermore, CA, with his wife Dianna and their son Jesse.

10 Jan 2018

Nita Barnes Clontz

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

Nita Barnes Clontz joined the First Financial Equity Corporation (FFEC) team in 2015 as part of the acquisition of Perkins, Smart & Boyd, Inc.  While at Perkins, Smart & Boyd, Nita was promoted to Branch Manager and Vice President in the Pratt, KS location in 1990.  Since 2002, her office has been located in Twin Falls, Idaho.

Nita’s passion is to assist clients with providing knowledge and experience to help design portfolios to meet individual investment goals and comfort levels.  Her goal is to make investing a habit so it will become a priority! She encourages clients to make their money work as hard as they do.

Nita was raised on a ranch in Frenchglen, Oregon. Since then, she has spent 30 years of marriage living in Kansas, 15 years, and Idaho, 15 years. She and her husband, Stenson, a livestock auctioneer, have two grown, accomplished daughters, Aspen and Amber.  Nita enjoys working in the yard, biking, fishing, skiing, golfing, ranching, traveling and spending time with family. Nita has been involved with Kiwanis, Rotary, IUOE 701, 4-H, volunteering in community, youth organizations and church activities.

08 Jan 2018

Zachary Allen

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

Zach Allen is a partner of Disciplined Advisors Group (DAG), which operates under First Financial Equity Corporation. He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG.

Zach began his career in financial services in 2000 as an intern for Morgan Stanley’s trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America’s trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father, Greg Allen, and Steven Stubbs.

Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale, AZ.

Zach is an avid golfer and overall sports enthusiast. He is also a proud owner of a chocolate Labrador Retriever.

08 Jan 2018

Barbara Williams

Dallas Office Manager

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332 (214) 545-3300

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