Financial Advisors in DALLAS, TEXAS

Dallas, TX

The team at EP Wealth's Dallas 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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Sheri Nelson
Client Relationship Associate

Daiana Kelleyian, CFA
Portfolio Manager

Jaymz McStowe, CFP®
Senior Financial Planner

Contact Our Dallas Financial Advisors

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


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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