The Tosha Group

Merrill Lynch Wealth Management
13355 Noel Road
Suite 700
Dallas, TX 75240
(972) 386-1371
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Tosha Group
Merrill Lynch Wealth Management
Welcome

Today’s markets are fast-moving and complex, and many investors do not have the time or inclination to make the day-to-day decisions necessary to navigate them. Intentionally working with a limited number of clients enables The Tosha Group to be readily accessible and provide a uniquely personalized, boutique-like wealth management experience. Most clients come to us through referrals, reflecting our commitment to offering insightful advice and guidance, a disciplined process and high-quality service. We develop long-term relationships with a broad spectrum of clients and generations of families. We believe your wealth management strategy should be evaluated by progress toward your most cherished goals. We begin by listening and learning what’s truly important to you. We build your plan based on your goals. Once you determine it is a good fit, our dynamic, disciplined investment process integrates our custom portfolio management to help you reach those goals. And we don’t stop there. We continue with communications - educational, consistent and personal – phone calls to address your situation, emails with market updates, and conference calls about what is driving the market that week as well as offering a long-term perspective. The Tosha Group has naturally attracted a certain type of client over the past decade. In addition to professional individuals and families, a large percentage of our clientele includes high-net-worth families, divorced and widowed women, non-profits, executives, family offices, foundations, and the LGBTQ community. Our partnership with Bank of America allows us to provide custom credit solutions and securities-based lending options for a variety of individuals and families, including doctors and dentists, and private real estate investors. This also extends to commercial real estate financing, and specialty asset financing for aviation, art, land and yachts. Let’s start the conversation.

Recognition
Stephen Tosha
Managing Director, Senior Financial Advisor
David Brady Award, 2021
Barron's "America's Top 1200 Financial Advisors State-by-State", 2023-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
About Us
Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Meet Our Team
Stephen Tosha,

CRPC™

Managing Director, Senior Financial Advisor
972.980.8622
Leroy Torres
Registered Wealth Management Client Associate
972.386.1306
Brent Garcia,

AAMS™

Assistant Vice President, Relationship Manager
972.386.1371
Theresa Badylak,

AAMS™

Assistant Vice President, Relationship Manager
972.383.6917
Troy Hooker
Registered Wealth Management Client Associate
972.980.8624
Jennifer Aceves,

CFP®

Wealth Management Associate
972.980.8683
R. Allen Goode
Financial Advisor
972.386.1366
Brandon Shen
Senior Vice President, Financial Advisor
972.980.8696
Eric Christopher Herman,

CRPC™

Financial Advisor
972.386.1309
Courtney Leigh Hardin
Financial Advisor
972.980.8680
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.
Lisa C. Gratz
Wealth Management Lending Officer
NMLS #536196
Merrill Lynch Logo
Austin Bertrand
Wealth Strategist
Merrill
Merrill Lynch Logo
Tabitha Namuli
Wealth Management Banking Specialist
Merrill
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.