Financial Advisors in Dallas, TX
Contact
Phone: 214.423.4200
Fax: 214.423.4211
Toll-Free: 1.866.980.3336
Location
2801 Network Blvd.
Suite 503
Frisco, TX 75034
Financial Services Offered in Dallas, TX
At Merit Financial Advisors in Dallas, TX, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team
Blaine Malcolm
Wealth Manager, Branch Manager, Partner
Blaine Malcolm
CFP®
Wealth Manager, Branch Manager, Partner
Blaine is a Wealth Manager focusing on building client relationships and helping people navigate financial planning and investing. He enjoys helping clients pursue their financial goals. Blaine received a Bachelor of Business Administration in Marketing from Texas Tech University, and also holds his CFP designation. When not at work, he likes to spend time with his wife and kids, and go skiing with his boys when he is not coaching or watching their sports.
JP Pattinson
Vice President of Technology, Wealth Manager, Partner
JP Pattinson
RFC®
Vice President of Technology, Wealth Manager, Partner
JP Pattinson is a Partner and the Vice President of Technology. He focuses on wealth management, operations, and branch management. He enjoys providing his clients with confidence in their financial futures. JP received his Bachelor's Degree from the University of North Texas with a degree in Financial Services. He likes to spend time with his wife Leslie and daughter Brynn. He also enjoys fishing, hunting, and traveling.
Kyle Shores
Wealth Manager, Partner
Kyle Shores
Wealth Manager, Partner
Kyle Shores is a Wealth Manager for Merit focusing on advising clients on investments, insurance, estate planning, risk management, and other areas of comprehensive financial planning. He enjoys redefining the norm for the financial advising relationship, which is different for every investor. Kyle received a Bachelors Degree in Financial Planning from the University of North Texas. He also sits on the Board of The Children’s Advocacy Center for Denton County. Kyle enjoys spending time with his wife Klair and their four boys Cameron, Dalton, Max, and Harrison.
Zac Beckerley
Wealth Manager, Partner
Zac Beckerley
CFP®
Wealth Manager | Partner
Zac Beckerley, CFP® is a Wealth Manager for Merit focusing on investment growth and income strategies through comprehensive financial planning. He enjoys helping clients build and pursue their financial goals for a comfortable and exciting retirement. Zac received both his Bachelors and Master’s degree from Texas Tech University. He has always enjoyed numbers, so it was a good fit for him to earn a degree in financial planning. Zac likes to play and listen to music, as well as spend time with his wife and three children.
Nicole Denson
Client Development Manager
Nicole Denson
Client Development Manager
Nicole Denson is a Client Development Manager in the Frisco office. She focuses on marketing and business growth through client satisfaction and experience, community outreach and events. Nicole enjoys meeting new people she can introduce to the Frisco advisors and Merit Financial. She received her Bachelor of Arts from Plymouth State College with a focus on performance. She enjoys traveling and being involved in her church. Nicole also likes to perform locally, go on adventures with her daughter, kickbox and spend time with family and friends.
Kimberly Kovacs
Relationship Manager
Haley Zirbel
Client Service Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.