Carlson, Merkel & Dinsmore

Merrill Lynch Wealth Management
2100 Ross Ave
Suite 1000/1100
Dallas, TX 75201
(214) 969.2639
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Our financial planning process puts you and your goals front and center.
Carlson, Merkel & Dinsmore
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Jason Dinsmore
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2022
(Published on August 3, 2022. Rankings based on data as of March 31, 2022.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Randy Carlson,

CPFA™, CRPC™

Managing Director, Wealth Management Advisor
214.969.2382
Thomas Merkel
Managing Director, Wealth Management Advisor
214.969.2639
Jason Dinsmore,

CFP®

Senior Vice President, Wealth Management Advisor
214.969.2365
Jessica A Huhn
No Officer Title, Registered Wealth Management Client Associate
214.969.2228
Lisa E Mc Adam
No Officer Title, Wealth Management Client Associate
214.969.2330
Cathy L Locke
No Officer Title, Registered Senior Wealth Management Client Associate
214.969.2356
Samuel Thomas Pokluda,

CFP®

Registered Wealth Management Client Associate
214.969.2622
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.
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.