Merit | Dallas Location
Frisco, TX
2801 Network Blvd., Suite 503
Frisco, TX 75034
Phone: 214.423.4200
Fax: 214.423.4211
Toll-Free: 1.866.980.3336
David Brounley
Regional Director
Blaine Malcolm
CFP®, ChFC, AIF®, AAMS®, CRPS, CRPC
Regional Director
David oversees new market development, advisor productivity and the integration of new partner firms. His career started with Ameriprise, where he was promoted to National Director of United Kingdom. In that role, he built sales forces from 0 to 400 Financial Planners and 17 offices in three years. He later returned to the United States to support Ameriprise’s domestic integration of technology and field sales utilization. After a long career with Ameriprise, he joined ING as SVP Head of Sales – Retail, Insurance and Advisory Markets, and was integral to the conversion of their field sales into financial planners during his 12 years there.
Because he values being close to the client, working with advisors and pursuing entrepreneurial initiatives, he started an RIA in 2009 with several partners and grew it to $500 million in AUM in three years. He served as both the CCO and an advisor, and was awarded the Five Star Wealth Manager Award in 2012. Later in 2012, he was recruited by LPL Financial to drive a new entrepreneurial initiative around their Worksite Solutions/Financial Wellness offering, which he took to unprecedented levels of success in just three years. He joined Wealth Enhancement Group (WEG) in 2015 to head up their M&A division and helped facilitate 10+ external firm integrations into WEG. David joined Merit in June of 2020 and is looking forward to helping Merit build a national wealth management footprint.
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.
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.
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.
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