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