Leonard Dahlin Wealth Management

Merrill Lynch Wealth Management
13355 Noel Road
Suite 700
Dallas, TX 75240
(972) 386-1368
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We strive to help high-net-worth individuals and families address unique needs, pursue passions and simplify the complexities of their wealth. Whether your goals include maintaining your current lifestyle during retirement, selling a business, funding a child or grandchild’s education, buying your dream home, or traveling, we are committed to taking care of the details of your wealth management so you can have the freedom to focus on the things you most enjoy in life.
Leonard Dahlin Wealth Management
Merrill Lynch Wealth Management
Welcome

Today, more than ever, clients’ wealth demands constant attention and meticulous planning. At Leonard Dahlin Wealth Management, we have over 100 years of collective experience providing advice and guidance to a diverse group of clients. Many of these retirees, corporate executives, business owners, physicians and other professionals may not have the time, desire or expertise to properly plan and manage the complexities of their financial lives.

Our shared wisdom has been developed over years of working together in all types of economic environments. Having weathered the bulls and bears of various different market cycles, we apply a disciplined approach to help clients focus on long-term results, not short-term market swings, and emphasize a deliberate and conservative style to wealth management.

We strive to guide clients in developing portfolios to help pursue their goals, without exposing them to an uncomfortable level of risk. We believe this allows them to spend more time enjoying their wealth and less time worrying about short-term market conditions.

Recognition
Todd Dahlin
Managing Director, Wealth Management Advisor
Barron's "Top 1,200 Financial Advisors", 2024
(Published on March 8, 2024. Rankings based on data as of September 30, 2023.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Leonard Dahlin Wealth Management
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
J. Curt Leonard,

CPWA®,CRPC™

Senior Consultant
972.386.1331
Todd V Dahlin,

CPFA™,CPWA®,CRPC™

Managing Director, Wealth Management Advisor
972.386.1304
Brooks Bowman,

CPFA™,CRPC™

Vice President, Senior Financial Advisor
214.972.8784
Hayden C. Bowring,

CFP®

Vice President, Wealth Management Advisor
972.386.1367
Denise Marie Barrera
Wealth Management Associate
972.386.1368
Lauren Phipps,

CFP®

Registered Wealth Management Client Associate
972.386.1341
Rima I Alobaidi,

CRPC™

Registered Wealth Management Client Associate
972.386.1344
Melanie Sanchez
Wealth Management Client Associate
972.369.1928
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jocelyn T Smith
Retirement Specialist
Tabitha Namuli
Wealth Management Banking Specialist
Lisa C. Gratz
Wealth Management Lending Officer
NMLS #536196
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.