Top business sale tax planning financial advisors working with high-net-worth individuals in Dallas, TX

Andres Ledesma is a financial professional at MassMutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual and First Cash Financial Services. In addition to his advisory role, he is involved in consulting through LedCap Consulting, where he provides training and strategic business coaching. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using advanced analytical tools and provides a range of event-driven and employer-sponsored planning programs.

Anna Carlyle is a CFP® and PFS™ credentialed financial advisor with 34 years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera since 2025, following a decade and more with Avantax Advisory Services and Avantax Insurance Agency. Carlyle serves as a Trustee managing a family trust and has contributed to the American Institute of Certified Public Accountants by developing questions for the Uniform CPA Examination. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Phillip Washington Jr. is a financial advisor at Stone Hill Wealth Management, LLC in Dallas, TX, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stone Hill Wealth Management since 2016. Outside of his advisory role, he is the CEO of PW Media, a media and book publishing company, and produces the educational podcast Wealth Building Made Simple. Stone Hill Wealth Management is an independent firm serving individuals, high-net-worth clients, retirement plans, and select corporate clients. The firm employs a "Flow and Foundation" investment philosophy, incorporating broad-market ETFs, alternative exposures, and tactical strategies, while offering services such as portfolio management, financial planning, retirement plan consulting, and private investment due diligence.

Virkeisha Palmer is a financial advisor at Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Her background includes roles at Pfs Investments Inc and Primerica Financial Services since 2020, as well as prior work in education with the Escambia County School District. She is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program using model-driven strategies and discretionary management, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Bryce Unck is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and 65 credentials and bringing 20 years of industry experience. His work history includes roles at LPL Financial since 2012, with prior experience at First Allied Advisory Services and Orion Portfolio Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, utilizing various investment strategies and technologies to support its network of over 22,800 advisors.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and bringing 13 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, and Precision Capital Management. Outside of his advisory work, he is involved in several non-investment business activities including ownership roles in insurance commissions and land ownership ventures. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2011. Laurenz teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors is an SEC-registered firm that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

Matthew Armendinger is a Financial Advisor at Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. He specializes in helping individuals and families with various financial strategies including employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Matthew earned his Bachelor's Degree from Fairleigh Dickinson University and remains actively engaged with his alma mater through the Fairleigh Dickinson Young Alumni Association. His professional involvement extends to volunteering as a guest speaker with ALPFA NJ and supporting the Lupus Foundation for America, New Jersey Chapter. Outside of his professional work, Matthew enjoys baseball, basketball, football, golfing, reading, running, spending time with his family, and practicing yoga. He participates in activities such as running with his run club in Jersey City and competing in indoor golf leagues.

William Frankenstein is a CFP® with 42 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He is also involved with the Foundation for Senior Services, where he discusses financial planning with seniors. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and diversified investment strategies.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.