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2100 ROSS AVE
Our 109 Financial Advisors across three offices offer wide-ranging wealth management strategies for the high-net-worth and business communities. Our collaborative network allows us to draw on each other’s diverse experience so we can offer you the customized insights, perspectives, skills and strategies designed to help you and your family lead the lives you want. Each of our offices (see the list below) is committed to providing you with the highest level of personal service, attention to detail and follow-up. We believe that when you understand the level of commitment of the advisors and associates with whom you work, they can do a better job of helping you identify, prioritize and address the most far-reaching of your goals and financial issues. And their advice and guidance go beyond stocks and bonds. With our ability to draw from each other, our specialists, and global research and resources—and with access to cash management, credit and borrowing from Bank of America—we have the tools to help address the various aspects of your financial life. Downtown Dallas at 2100 Ross Ave., Suite 1000 Dallas, TX 75201Dallas Premier at 5910 N. Central Expressway, Suite 2000 Dallas, TX 75206Waco, Texas at 510 North Valley Mills Dr., Suite 700 Waco, TX 76710
Mark Rhodes has been appointed Director of the downtown Dallas Complex effective May 4, 2015. Mark joins us from J.P. Morgan Securities where he recently held the role of Regional Managing Director for the Dallas and St. Louis Markets.He began his career with Merrill Lynch in Houston, TX in 1983 as a Financial Advisor. After serving as a Sales Manager at Paine Webber in Houston for a brief time, he returned to Merrill Lynch in 1990. Mark served as a Complex Director in the Dallas area through 2004, leading multiple offices and working closely with Financial Advisors. He worked for both Bear Sterns and J.P. Morgan Securities in senior leadership positions, managing multiple lines of business including, private client, investment banking and middle markets. Mark received his Bachelor’s degree from Missouri State University, where he was a two time NCAA conference tennis champion. He currently resides in Dallas with his wife Cheryl and two sons, Conner and Logan.
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