| Bank of America | | Ryan Blake | One Cowboys Way #500
Frisco, TX 75034 | Phone:
(469) 294-7152 | Fax:
(800) 477-9760 |
| | We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe everything we do for clients, employees and the communities we serve is built on a solid foundation that delivers for shareholders |
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| Bank of America - Frisco Crossing Financial Center | | Daniela Melendez | 1895 University Dr
Frisco, TX 75033 | Phone:
(214) 624-1817 |
| | We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe everything we do for clients, employees and the communities we serve is built on a solid foundation that delivers for shareholders |
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| Hunt Realty Investments | | Chris Kleinert | 1900 N Akard St
Dallas, TX 75201 | Phone:
(214) 978-8000 |
| | Hunt Consolidated, Inc. is the flagship entity of the entire Ray L. Hunt family of companies, a privately owned group of entities based in Dallas, Texas. The areas of activity of the different Hunt companies include oil and gas exploration and production, refining, LNG, power, real estate, investments, ranching and infrastructure. |
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| Merrill Lynch Wealth Management | | Daniel Greer | One Cowboys Way #500
Frisco, TX 75034 | Phone:
(972) 980-8637 |
| | At Merrill Lynch, your financial advisor focuses on the things you care about most– family, goals and priorities – even as they change over the years. |
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| U.S. Trust | | Thomas Pierce | One Cowboys Way #5100
Frisco, TX 75034 | Phone:
(214) 559-6388 |
| | When you work with United States Trust Company®, you benefit from our long history of serving many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and other creators of first-generation wealth. We can advise you and help create and implement highly personalized strategies. |
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| Merit | | Nicole Denson | 2801 Network Blvd #503
Frisco, TX 75034 | Phone:
(214) 423-4201 |
| | Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.
We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals. |
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| Cassandra Capital | | Wendi McGowan-Ellis | 5000 Eldorado Pkwy #150-609
Frisco, TX 75033 | Phone:
(214) 212-4055 |
| Our mission is to "Punch Past the 3 Percent Point" of all VC investments
We are evangelists putting women at the core of business building and investing in new innovation. We believe that when women lead, we’ll have better companies, stronger teams, and more effective products and services that enhance our lives. And when our companies succeed, we all profit together.
- Women control the majority of wealth in the world.
- Women know when innovation solves a problem... and when it doesn't.
- Women are the primary decision-makers for our families.
- Women make better investors. Really. It's proven.
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| Level Four Insurance Agency | | Luke Britt | 12400 Coit Rd #700
Dallas, TX 75251 | Phone:
(972) 665-0878 |
| | Level Four Financial is dedicated to providing our Financial Professionals with executive access, individualized support and training coupled with state-of-the-art tools, technology and research so that they may build successful, independent businesses on their own terms. Because we are privately owned and operated, we have the freedom to focus on supporting Financial Professionals to build their business and help ensure their success – and to do it with integrity and entrepreneurial vision. Level Four believes that we are successful only when our representatives are successful. |
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| Soltis Investment Advisors | | Coltin Davis | 500 E State Hwy 114 #100
Southlake, TX 76092 | Phone:
(817) 527-5799 |
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