image of Tom Eades

Tom Eades

Senior Vice President - Financial Advisor, Consulting Group

214-775-6411
Email |
image of Madeline Nichols

Madeline Nichols, CFP®

Financial Advisor

214-775-6422
Email |
image of Sherry Montesino

Sherry Montesino

Senior Registered Client Associate

214-775-6423

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Echelon Wealth Strategist


advisor

Trust Consultant


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Wealth Management Banker


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High-Net Worth Annuity Consultant


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