Dallas Galleria, TX

Our founder, Charles Merrill, said over a century ago: "The interests of our customers must always come first." The financial advisors and wealth management client associates in our branch offices work tirelessly to honor that commitment. We dedicate ourselves daily to delivering personal service, full disclosure, and goals-based wealth management approaches that reflect a broad, combined financial experience and commitment to integrity. We not only provide "know-how;" we are dedicated to getting to "know-you."