Plano, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Dash Investments
Team
Firm-wide stats for Dash Investments
About
Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, estates, and trusts, generally targeting accounts with at least $1,000,000 in investable assets. Services described in the brochure include a Global Value equity and bond strategy, facilitation of estate‑planning documents through a third‑party digital platform, participant account management for held‑away retirement assets, and tax planning with tax preparation made available through an unaffiliated CPA for clients with $1.5 million or more in assets under management.
The firm’s investment approach is long‑term and value‑oriented, concentrating research on a limited number of industries and maintaining low turnover and the potential for meaningful position sizes; Dash operates with discretionary authority to execute and rebalance client accounts and conducts monthly reviews. Financial planning and ongoing tax analysis are integrated into the advisory relationship, and Dash performs best‑interest analyses when recommending retirement rollovers.
Dash’s disclosure materials indicate several marketing and operational practices that are uncommon for peer team firms: the firm’s materials include hypothetical performance scenarios and performance results, and reference client testimonials, endorsements, and third‑party ratings, while also paying a flat fee to an online registry to generate prospects. The brochure also notes use of firm‑approved SMS communications governed by a privacy policy, facilitation of services through unaffiliated providers (with no referral fees disclosed), and that senior personnel invest significant personal assets alongside client strategies.
Based on Dash Investments
Location
6275 W Plano Pkwy, Suite 555
Plano TX 75093
Advisors at this office
4
Advisors at this office
Jeffrey B
Series 66
Plano, TX
Dash Investments
Jeffrey Bowlby is a financial advisor at Dash Investments with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fisher Investments, Bank of America, Merrill, and Cetera. Outside of his advisory role, he is a partner in Starsworn Entertainment LLP, a company focused on creating, publishing, and promoting serial progression fantasy. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, generally targeting accounts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach with integrated financial planning and tax analysis.
Zain G
Series 65
Plano, TX
Dash Investments
Zain Griffith is a financial advisor at Dash Investments with 16 years of industry experience and holds a Series 65 designation. He has been involved with Dash Acquisitions LLC since 2009. Dash Investments serves individuals, high-net-worth clients, estates, and trusts, typically managing accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries and integrates financial planning and tax analysis into its advisory services.
Sebastian L
Series 63, Series 65
Plano, TX
Dash Investments
Sebastian Lopez Hafen is a financial advisor at Dash Investments in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fisher Investments and NYLIFE Securities LLC. His background also includes roles outside finance, such as at GetLegal, Uber, and El Pulpo Restaurant. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, estates, and trusts with at least $1 million in investable assets. The firm focuses on a long-term, value-oriented investment approach and integrates tax planning and financial planning into its advisory services.
Robert B
Series 63, Series 66
Plano, TX
Dash Investments
Robert Badger is a financial advisor at Dash Investments with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Dash Investments in 2025, he worked at Fisher Investments, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Thrivent Financial. Dash Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individuals, high-net-worth clients, estates, and trusts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries, integrating financial planning and tax analysis into client relationships.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)