How we did it—wealth managers: We asked the largest financial firms in Dallas to nominate five of their wealth managers. Each nominee had to have a minimum of five years’ financial services experience, practiced a minimum of three years with the same company, and have at least $60 million in assets under management. We then checked the nominees’ standings with the Financial Industry Regulatory Industry and the Securities and Exchange Commission to ensure that they have acceptable compliance records. Investment performance was not a criterion. Inclusion on our list is not indicative of the wealth manager’s future performance. None of the firms represented paid to have their wealth managers included on this list.

How we did it—financial planners: We asked every CFP in the Dallas-Fort Worth Chapter of the Financial Planning Association to cast an online ballot. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list.

*Represents financial planners and wealth managers who made both lists.

TOP WEALTH MANAGERS

Steve Adams
Adams Asset Advisors

Todd Amacher*
Robertson, Griege & Thoele

Brett Anderson
International Research & Asset Management

Gregg Ballew
Westwood Trust

Tyler Beeson
U.S. Trust Bank of America Private Wealth Management

Ashley Davis Blanchette
Robertson, Griege & Thoele

Kalita Beck Blessing*
Quest Capital Management

Greg Bone
Robertson, Griege & Thoele

Stanley Bould
Credit Suisse Private Banking

Danny Boyce
Lee Financial Corporation

Sharon Butler
Texas Capital Bank Wealth Management & Trust Services

Colin Carter
Presidio Wealth Management

Dodee Frost Crockett
Merrill Lynch Wealth Management

Kenneth W. Davis
International Research & Asset Management

Adam Deem
Teak Tree Capital Management

Jerry Deren
Presidio Wealth Management

Kevin Dickey
Morgan Stanley Smith Barney

Bryan Diers
U.S. Trust Bank of America Private Wealth Management

Allen J. Dogger
UBS Wealth Management

Mary H. Durie*
Quest Capital Management

Tom Eades
RBC Wealth Management

Brent Everett
Talis Advisory Services

Dave Folz
Texas Capital Bank Wealth Management & Trust Services

Dick Frazar
Westwood Trust

George Galanis
Morgan Stanley Smith Barney

Michael Gavett
Bluffview Wealth Management

Mark Gehlbach
True North Advisors

Allison Geiger
Howard Financial Services

Tom Gile
Southern Wealth Management

Chip Glispin
Texas Capital Bank Wealth Management & Trust Services

Greg Glosser
RBC Wealth Management

Daniel “Red” Goldstein
Teak Tree Capital Management

Thomas C. Goyne
Shamrock Asset Management

Greg Hall
Tolleson Wealth Management

Hunter Henry
Goldman Sachs

Jeremy Hudson
Howard Financial Services

Joanna Jadlow
Robertson, Griege & Thoele

Doug Jones
Lee Financial Corporation

Richard Joyner
Tolleson Wealth Management

Stephen Kaye
Teak Tree Capital Management

Barry Kemball-Cook
UBS Financial Services

Steven Kenny
RBC Wealth Management

Mark Kever
UBS Financial Services

Carl J. Kunhardt*
Quest Capital Management

Bob Lamse
Talis Advisory Services

Richard R. Lee Jr.*
Lee Financial Corporation

Fredrick J. Lehman
Morgan Stanley Smith Barney

Henry Luskey
Morgan Stanley Smith Barney

R. Scott Maxwell
Talis Advisory Services

Ryan Maynard
Merrill Lynch Wealth Management

Tommy McBride
Merrill Lynch Wealth Management

Jane McGinnis
Quest Capital Management

Roby Mize
Credit Suisse Private Banking

Porter Montgomery
Westwood Trust

Ross Morgan
Howard Financial Services

Kathy Muldoon*
Carter Financial Management

Noble Nash
Credit Suisse Private Banking

David Nethery
Merrill Lynch Wealth Management

Daffan Nettle
J.P. Morgan

Joseph Nolan*
Robertson, Griege & Thoele

Edwin “Boots” Nowlin
Deutsche Bank Private Weath Management

Brian Olson
Goldman Sachs

Diane Padalino
Goldman Sachs

Jaime Palmer
Bluffview Wealth Management

Gordon L. Peterson
International Research & Asset Management

Richard W. Piatas
U.S. Trust Bank of America Private Wealth Management

Roy Popham
J.P. Morgan

M. Teresa Quinn
Lee Financial Corporation

Lisa B. Ragland
Wells Fargo Wealth Management

Dotti Reeder
J.P. Morgan

Gonzalo Ricaud
Bluffview Wealth Management

Kelly Rigas
RBC Wealth Management

John B. “Bart” Roberson
Retirement Advisors of America

Ken Robinowitz
Wells Fargo Wealth Management

Richard Rogers
RBC Wealth Management

Randy Root
Westwood Trust

Randal Rose
J.P. Morgan

Jeffrey Rupp
Bluffview Wealth Management

Janet Ryan
U.S. Trust Bank of America Private Wealth Management

William Scarborough
Raymond James & Associates

Ron Simmons
Retirement Advisors of America

Frederick S. Slack
International Research & Asset Management

Frank Sloan
Sloan Wealth Management

Dave Smith
Talis Advisory Services

Hugh Stephenson
UBS Wealth Management

Michael T. Stillman
International Research & Asset Management

Richard J. Szelc
Neuberger Berman

Chip Tardy
Credit Suisse Private Banking

William Taylor
Cypress Wealth Management

Kevin Taylor
Merrill Lynch Wealth Management

Cullen Thomason
Goldman Sachs

Julie Toler
Lee Financial Corporation

Jerry Villella
J.P. Morgan

Scott Wagoner
U.S. Trust Bank of America Private Wealth Management

Nicole Weeldreyer
Goldman Sachs

Mike Whorton
Credit Suisse Private Banking

Scott Wood
True North Advisors

Gary Worthy
Texas Capital Bank Wealth Management & Trust Services

Richard D. Wyatt
PlainsCapital Bank Wealth Management & Trust

Alan P. Yonack
Morgan Stanley Smith Barney

Chris S. Young*
Quest Capital Management


BEST FINANCIAL PLANNERS

Lance Alston
New Dimensions Wealth Management

Todd Amacher*
Robertson, Griege & Thoele

Michael Anderson
True North Advisors

Robert H. Berg
Carter Financial Management

Glenn Bishop
GA Bishop and Associates

Steve Blankenship
Heritage Financial Planning

Kalita Beck Blessing*
Quest Capital Managment

Melissa Brennan
Vogel Financial Advisors

David T. Brunson
Lifeway Financial Corporation

Larry Burgess
Helmsman Financial Partners

Michael Busch
Vogel Financial Advisors

Dennis Carpenter
International Wealth Management

Bill Carter
Carter Financial Management

Bryan Clintsman
Clintsman Financial Planning

Robert Cox
Quest Capital Management

Guy Cumbie
Cumbie Advisory Services

David Diesslin
Diesslin & Associates

Patrick Dougherty
Dougherty Wealth Management

Mary H. Durie*
Quest Capital Management

Charles Elhoff
Elhoff Financial Counseling

Barry Evans
SFMG Wealth Advisors

Norman “Rocky” Farr
Diesslin & Associates

Monte Ferguson
Pivotal Financial Advisors

Tiffany Finney-Johnson
JWA Financial Group

Jaime Galvan
Spectrum Strategies

Frannie Gardner
Ayres Financial Group

John Gay
Frisco Financial Planning

Alan Goldfarb
Weaver Wealth Management

Damon Gonzalez
Domestique Capital

Kevin Grant
Higginbotham & Associates

Ricky Grunden
Grunden Financial Advisory

Patty Hammond
Carter Financial Management

Ryan Huey
Perryman Financial Advisory

Diana L. Jenkins
Kemple Capital

Glenda D. Kemple
Kemple Capital

Joy D. Kirsch
Kirsch & Associates

Carl J. Kunhardt*
Quest Capital Management

John A. Kvale
JK Financial

Chris Leap
Leap Wealth Management

Richard R. Lee Jr.*
Lee Financial Corporation

Bryan Lee
Strategic Financial Planning

Brent Little
Odyssey Wealth Management

Dan Mauck
Clintsman Financial Planning

Mark McClanahan
Robertson, Griege & Thoele

Tom McIntire
Carter Financial Management

Martin Mesecke
Self Worth Financial Planning

Mike Mills
Mike Mills Wealth Management

Gregory Morgan
SFMG Wealth Advisors

Gary Morris
Morris Capital Corporation

Kathy Muldoon*
Carter Financial Management

Luisa Nemati
Weaver Wealth Management

Joseph Nolan*
Robertson, Griege & Thoele

Colleen M. O’Donnell
Lincoln Financial Advisors

Matt Paladini
Paladini Financial Management

Bill Perryman
Perryman Financial Advisory

Jimmy Perryman
Perryman Financial Advisory

Dana Pingenot
Lee Financial Corporation

Gregory L. Reed
Smith, Frank & Partners

Jimmy Rench
Rench & Muir

Barbara Saunders
Saunders and Associates

Tara L. Scottino
Carter Financial Management

Shashin Shah
SGS Wealth Management

Roger Shake
Legacy Consulting Group

Bob Stowe
Stowe Financial Planning

Viktor Szucs
Morgan Stanley Smith Barney

Darrell Tate
Tate Financial Group

Trudy Turner
Robertson, Griege & Thoele

Jan G. Valecka
Valecka Wealth Management

Kane Vines
Ameriprise Financial Services

Steve Wachs
Legacy Consulting Group

James K. Webb
Webb Financial

James Whiddon
JWA Financial Group

Christie Williams
Lee Financial Corporation

Mario Yngerto
Genesis Wealth Management

E.W. “Woody” Young
Quest Capital Management

Chris S. Young*
Quest Capital Management