Dallas, TX Office

Erick Kuebler is a financial advisor with Sanders Morris LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Sanders Morris Harris LLC since 2016 and has prior experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs and utilizes third-party portfolio managers, combining advisory and brokerage services within a dual registration structure.

Edward Hoffman is a financial advisor at Sanders Morris LLC with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill Lynch, Morgan Stanley, and Sanders Morris Harris. Outside of advisory work, he is the founder of FLY Holdings LLC, a men's grooming business. Sanders Morris LLC provides investment advisory and brokerage services to individuals, high net worth families, retirement plans, trusts, estates, corporations, and other entities. The firm primarily manages discretionary accounts through wrap‑fee programs and utilizes third‑party portfolio managers and model portfolios to implement diversified investment strategies tailored to client objectives and risk tolerance.

Lane Moore is a financial advisor with Sanders Morris LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Sanders Morris Harris since 2016 and previously held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Sanders Morris LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages discretionary accounts through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to provide diversified investment allocations tailored to client objectives and risk tolerance.

Stephen Fitzpatrick is a financial advisor with Sanders Morris LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Sanders Morris Harris LLC since 2016 and previously at Legg Mason Wood Walker, Incorporated from 2001 to 2005. Sanders Morris LLC provides investment advisory and related services to a range of clients, including individuals, high-net-worth clients, retirement plan sponsors, and business entities, offering portfolio management primarily through wrap-fee programs and various investment options. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer and is affiliated with a national bank and an insurance agency.

Nancy Dixon is a financial advisor with Sanders Morris LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Tectonic Advisors LLC, J.P. Morgan Securities, Banc of America, and Morgan Stanley. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, brokerage, underwriting, and insurance placement through an affiliated insurance agency.