Piatas & Ingram Wealth Partners

Merrill Lynch Wealth Management
1 Cowboys Way
Frisco, TX 75034
(940) 297-6990
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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.
Piatas & Ingram Wealth Partners
Merrill Lynch Wealth Management
Welcome

Serving a select circle of high-net-worth and ultra-high-net-worth individuals and families, The Piatas Group is dedicated to delivering a “bespoke personalized boutique-like” client experience. Through the use of objective and practical advice, the Team customizes all facets of wealth management: portfolio construction, tax minimization, credit-lending through Bank of America, N.A. and intergenerational wealth transfer strategies. After evaluating a range of client criteria from financial and behavioral perspectives, integrated approaches are tailored “from the ground up” to address clients’ personal situations and aspirations.

On behalf of affluent business owners, corporate-suite executives, retirees and their grown children nationally, The Piatas Group’s exceptional measure of personal attention and responsiveness, allows for a genuine understanding and the timely coordination of key resources.

For business owners’ personal and enterprise needs, the team can assist with cash management and treasury solutions, succession strategies, sales to strategic and financial sponsors, 401(k) plans and more. “I admire and look up to business owners. They have the courage to take business risks and the confidence to pursue a passion, facing headwinds at every turn. They deserve a best-in-class team that offers a trusted hand – which is our role,” explains Richard Piatas.

The Piatas Group works closely, too, with highly-compensated corporate executives whose stock options, concentrated stock positions and other matters require guidance and adherence to changing regulations. “Concentrated equity positions create wealth, however, diversification can keep you wealthy,” says Richard. “Often we employ a hedging or pay-forward strategy, to optimize tax and other benefits.”

To assist clients moving toward wealth preservation and decumulation/transfer stages, Richard collaborates with clients to help determine their desired outcomes: financial independence, income, retirement, interfamily wealth transfer and/or philanthropy. Stochastic modelling is used to determine the likelihood of the client achieving the desired outcome.

“Clients have complex and diverse needs. We’re ready with actionable strategies and a commitment to compassionate outstanding service,” Richard adds. “From wiring funds overseas, to helping allocate funds for a grandchild’s education, our high-touch approach is designed to help us diversify, manage, grow and preserve their wealth.”

Recognition
Richard Piatas
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
About Us
Welcome

Serving a select circle of high-net-worth and ultra-high-net-worth individuals and families, The Piatas Group is dedicated to delivering a "bespoke personalized boutique-like" client experience. Through the use of objective and practical advice, the Team customizes all facets of wealth management: portfolio construction, tax minimization, credit-lending through Bank of America, N.A. and intergenerational wealth transfer strategies. After evaluating a range of client criteria from financial and behavioral perspectives, integrated approaches are tailored "from the ground up" to address clients' personal situations and aspirations.

On behalf of affluent business owners, corporate-suite executives, retirees and their grown children nationally, The Piatas Group's exceptional measure of personal attention and responsiveness, allows for a genuine understanding and the timely coordination of key resources.

For business owners' personal and enterprise needs, the team can assist with cash management and treasury solutions, succession strategies, sales to strategic and financial sponsors, 401(k) plans and more. "I admire and look up to business owners. They have the courage to take business risks and the confidence to pursue a passion, facing headwinds at every turn. They deserve a best-in-class team that offers a trusted hand – which is our role," explains Richard Piatas.

The Piatas Group works closely, too, with highly-compensated corporate executives whose stock options, concentrated stock positions and other matters require guidance and adherence to changing regulations. "Concentrated equity positions create wealth, however, diversification can keep you wealthy," says Richard. "Often we employ a hedging or pay-forward strategy, to optimize tax and other benefits."

To assist clients moving toward wealth preservation and decumulation/transfer stages, Richard collaborates with clients to help determine their desired outcomes: financial independence, income, retirement, interfamily wealth transfer and/or philanthropy. Stochastic modelling is used to determine the likelihood of the client achieving the desired outcome.

"Clients have complex and diverse needs. We're ready with actionable strategies and a commitment to compassionate outstanding service," Richard adds. "From wiring funds overseas, to helping allocate funds for a grandchild's education, our high-touch approach is designed to help us diversify, manage, grow and preserve their wealth."

Meet Our Team
Richard Piatas,

CIMA®, CPFA™

Managing Director, Wealth Management Advisor
940.297.6990
Suzanne E Ingram,

CFP®, CRPC™

Vice President, Senior Relationship Manager
940.297.6988
David M Peterson,

AAMS™

Vice President, Senior Investment Manager
940.297.6989
Brittney L Jones
Wealth Management Client Associate
940.297.6992
Lance Sutton
Registered Wealth Management Client Associate
940.297.6991
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.
Timothy J Bennett
Division Structured Credit Executive
Jeff A Frank
Senior Wealth Management Lending Officer
NMLS #620217
Emily Carmona
Wealth Management Banking Specialist
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.
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.