Financial Advisors in Dallas-Maple Avenue, TEXAS

Dallas-Maple Avenue, TX

The team at EP Wealth's Dallas-Maple Avenue office provides customized investment portfolio guidance, retirement planning, estate planning, business solutions, charitable giving plans, trustee services, tax planning, wealth education, and other financial planning services tailored specifically to your risk tolerance, growth expectations, family obligations, legacy goals, and unique financial objectives. Contact us today to start building your financial future.

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CLIENT SUPPORT TEAM

Sheri Nelson
Client Relationship Associate

Daiana Kelleyian, CFA
Portfolio Manager

Jaymz McStowe, CFP®
Senior Financial Planner

Jody Nava
Senior Client Relationship Associate

Amy Davis
Senior Client Relationship Associate

Tiffany Pasley
Office Services Manager, Partner

Contact Our Dallas-Maple Avenue Financial Advisors

Our Dallas-Maple Avenue office invites you to visit and meet our financial advisors to see what our full-service team can provide.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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