Dallas Financial Planners Directory
MORGAN STANLEY DALLAS 200 Crescent Court Dallas, Texas 75201 Phone — 214.855.7900 URL — http://www.morganstanleybranch.com/dallas/
MORGAN STANLEY DALLAS GALLERIA 13455 Noel Road Dallas, Texas 75240 Phone — 972.450.6600 URL — http://www.morganstanleybranch.com/dallas.tx/
Munn & Morris Financial Advisors 14180 Dallas Parkway Dallas, Texas 75254 Phone — 972.692.909 URL — http://www.munnmorris.com/
Murphy & Sylvest 13355 Noel Road Dallas, Texas 75240 Phone — 214.373.8362 URL — http://www.murphysylvest.com/
Navigation Financial Group 15770 Dallas Parkway Dallas, Texas 75248 Phone — 214.217.5800 URL — http://www.navigationfinancial.com/
Odyssey Wealth Management, LP 2805 Dallas Parkway Plano, Texas 75093 Phone — 972.636.5037 URL — http://odysseywealth.com/
Opes One Advisors 15303 Dallas Parkway Addison, Texas 75001 Phone — 214.346.985 URL — http://www.opesoneadvisors.com/
Pegasus Advisors, LLC 555 Republic Drive Plano, Texas 75074 Phone — 214.800.2010 URL — http://www.pegasusadvisors.com/
Perryman Financial Advisory, Inc. 12221 Merit Drive Dallas, Texas 75251 Phone — 972.770.4800 URL — http://billperryman.com/
Pick Financial Group 2301 Ohio Drive Plano, Texas 75093 Phone — 972.964.2000 URL — http://pickfinancialgroup.com/
Quest Capital Management 8117 Preston Road Dallas, Texas 75225 Phone — 214.691.6090 URL — http://www.questadvisor.com/
Raymond James 2001 Ross Avenue Dallas, Texas 75201 Phone — 214.965.7682 URL — http://www.hobbsspillmanlink.com/
Raymond James Financial Services 1316 Village Creek Drive Dallas, Texas 75251 Phone — 214.363.4200 URL — http://www.cascfm.com/
Robertson Griege & Thoele 5950 Sherry Lane Dallas, Texas 75225 Phone — 214.360.7000 URL — http://www.rgtnet.com/
Rosenthal Retirement Planning 1412 Main Street Dallas, Texas 75202 Phone — 214.752.1000 URL — http://rrp.com/
RT Edwards & Associates, PC 17060 Dallas Parkway Dallas, Texas 75248 Phone — 972.267.9191 URL — http://www.eandassociates.com/
RTW Financial Advisors Inc 14114 Dallas Parkway Dallas, Texas 75254 Phone — 972.960.1212 URL —
Sandor Advisors, Llc 2828 Routh Street Dallas, Texas 75201 Phone — 214.849.9876 URL —
Sean Brown – Ameriprise Financial Services, Inc. 17304 Preston Road Dallas, Texas 75252 Phone — 469.361.4017 URL —
Securing Life Today I Money, Credit, Insurance & Tax 1717 McKinney Avenue Dallas, Texas 75202 Phone — 888.570.4395 URL — http://www.securinglifetoday.com/
SGS Wealth Management 3704 Abrams Road Dallas, Texas 75214 Phone — 214.821.7778 URL — http://www.sgswealth.com/
Snider Advisors 222 West Las Colinas Boulevard Irving, Texas 75039 Phone — 214.220.55 URL — http://www.snideradvisors.com/
Specialized Public Finance Inc 4925 Greenville Avenue Dallas, Texas 75206 Phone — 214.373.3911 URL — http://www.spubfin.com/
Stowe Financial Planning, LLC 1316 Village Creek Drive Plano, Texas 75093 Phone — 972.733.9959 URL — http://www.stowefinancialplanning.com/
Strategic Financial Planning 6513 Preston Road Plano, Texas 75024 Phone — 972.403.1234 URL — http://strategicfp.com/
Strategic Wealth Partners 14911 Quorum Drive Dallas, Texas 75254 Phone — 972.361.3841 URL — http://www.strategicwealthpartnerstrg.com/
Talis Advisory Services LLC 6205 Chapel Hill Boulevard Plano, Texas 75093 Phone — 972.378.1795 URL — http://www.talisadvisors.com/
Tannery & Company Wealth Management 2701 Custer Parkway Richardson, Texas 75080 Phone — 214.239.4700 URL — http://www.tannerywealth.com
Texas Retirement Specialists 17300 Dallas Parkway Dallas, Texas 75048 Phone — 888.774.4492 URL — http://www.texasretirementspecialists.com/
The Farris Group 7557 Rambler Road Dallas, Texas 75231 Phone — 214.525.2141 URL — http://www.thefarrisgroup.com/
True North Advisors Wealth Management 8350 North Central Expressway Dallas, Texas 75206 Phone — 214.360.7300 URL — http://www.truenorthadvisors.com/
United Capital of Texas 8411 Preston Road Dallas, Texas 75225 Phone — 214.443.4377 URL — http://united-capital-of-texas.unitedcp.com/
Valic 14643 Dallas Parkway Dallas, Texas 75254 Phone — 972.383.7200 URL — http://www.valic.com/
Vogel Financial Advisors 12400 Coit Road Dallas, Texas 75251 Phone — 214.346.5880 URL — http://vfaonline.com/
Waddell & Reed, Inc. – Financial Advisors 14841 Dallas Parkway Dallas, Texas 75254 Phone — 214.526.3335 URL — http://www.waddell.com/
Webb Financial 8235 Douglas Avenue Dallas, Texas 75225 Phone — 214.378.3690 URL — http://webbfinancial.net/
Wells Fargo Advisors 8115 Preston Road Dallas, Texas 75225 Phone — 214.373.2700 URL — http://www.wellsfargoadvisors.com/
Williams Financial Group 12750 Merit Drive Dallas, Texas 75204 Phone — 972.661.8700 URL — http://www.williams-financial.com/
Zeph Rouquette – Ameriprise Financial Services 8604 Greenville Avenue Dallas, Texas 75243 Phone — 214.420.7390 URL — http://www.ameripriseadvisors.com/zeph.a.rouquette/
