Mark Johnston

Senior Vice President - Financial Advisor, Senior Consulting Group

214-775-6417
Email |

Beth Gilbert

Senior Complex Operations Associate, Private Client Group

214-775-6484

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.

Courtney Duphorne

Wealth Management Consultant


Tom Nagle

Trust Consultant


Robert Stern

Wealth Planning Consultant


John Panter

Credit Consultant


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