Dallas, TX Ross Ave. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$183,962,841,321
ClientsTotal clients
87,051
AdvisorsAdvisors at this office
2
Of 1,174 advisors across 413 offices
Location
2100 Ross Ave., Suite 1110, 11th Floor
Dallas TX 75201
Advisors at this office
2
Advisors at this office
Zechariah D
CFP®, Series 66
Dallas, TX
Creative Planning
Zechariah Daugherty is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Creative Planning, LLC and previously worked at AlTi Tiedemann Global and Goldman Sachs. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.
Stefanie W
Series 63, Series 65
Dallas, TX
Creative Planning
Stefanie Williams is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Companies, and Regions Bank. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.
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