Banking, Investment and Wealth Management

Bank of America
901 Main Street, Dallas, TX 75202
214-303-5811
www.bankofamerica.com

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,400 retail financial centers, including approximately 1,800 lending centers, 2,200 financial centers with a Consumer Investment Financial Solutions Advisor, and 1,500 business centers; approximately 16,400 ATMs; and award-winning digital banking with more than 37 million active users, including over 27 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

Comerica
1717 Main Street, Dallas, TX 75201
214-462-4225
http://www.comerica.com

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management. Comerica’s approximately 8,000 colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with selected businesses operating in several other states, as well as in Canada and Mexico. Comerica is among the 25 largest U.S. financial holding companies (as of 9/30/17). Comerica has 431 U.S. banking centers. It is among the DiversityInc top 10 regional companies for diversity.

Federal Reserve Bank Of Dallas
2200 N. Pearl Street., Dallas Texas 75201
214-922-6000
dalpubinfo@dal.frb.org

The Dallas Fed is the Federal Reserve Bank that represents the Eleventh District of the Federal Reserve System. We cover Texas, Southern New Mexico and Northern Louisiana. We are one of the 12 Regional Reserve Banks that make up the central bank of the United States.

Great Plains Bank
6363 N SH 161,
Suite 150, Irving,
Texas 75038
469-639-2943
www.gpbankok.com

Financial Institution

Hancock Whitney Bank
5601 Granite Pkwy 121 Suite 650, Plano, TX 75024
972-987-1343
www.hancockwhitney.com
ICICI Bank
8305 Preston Road, Suite 400C, Plano, TX 75024
972-480-6851
www.icicibankusa.com

ICICI Bank Ltd. is a leading private sector bank of India with consolidated assets of US$ 215 billion (as at March 31, 2021). ICICI Bank currently has a network of 5,418 branches and 13,626 ATMs across India. ICICI Bank offers a wide range of banking products and financial services to corporate and retail customers through a variety of delivery channels and through its specialized subsidiaries in the areas of investment banking, life and non-life insurance, venture capital and asset management. The Bank currently has subsidiaries in the United Kingdom and Canada, branches in United States, Singapore, Bahrain, Hong Kong and Dubai International Finance Centre and representative offices in United Arab Emirates, China, South Africa, Bangladesh, Malaysia and Indonesia. Its UK subsidiary has established branches in Belgium and Germany. ICICI Bank’s equity shares are listed in India on Bombay Stock Exchange and the National Stock Exchange of India Limited and its American Depositary Receipts (ADRs) are listed on the New York Stock Exchange (NYSE).

300 Crescent Court, Suite 1300
214-303-5801
https://www.pbig.ml.com/

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. The firm is headquartered in New York City, and occupies the entire 34 stories of 250 Vesey Street, part of the Brookfield Place complex, in Manhattan. Merrill Lynch employs over 15,000 financial advisors and manages $2.2 trillion in client assets.

200 Crescent Court, Suite 900, Dallas, TX 75201
214-661-7022

We are The Davis/Yost Group at Morgan Stanley Private Wealth Management and have multiple decades of banking, business and investment experience. We provide executive and corporate services, access to  cash management and family office services. We believe there is more to wealth planning than investment advice, so we take an integrated, holistic approach in helping you meet your needs and goals. We specialize in Comprehensive Wealth Planning, Investment Management, Sustainable & Responsible Investing, Philanthropy Management, Family Governance & Wealth Education, Retirement & Pension Plans, 10b5-(1) Programs, Pre-Liquidity Planning, Open-Architecture Platform, Manager Selection, Hedging Strategies and Corporate Stock Plans.

Perot Jain
8235 Douglas Ave, Suite 200 Dallas, TX 75225
214-497-1423
http://www.perotjain.com

Perot Jain is an early stage venture capital firm committed to partnering with bold and innovative entrepreneurs to build highly disruptive, industry transforming companies. The company was founded in 2014 by long-time business partners, Ross Perot Jr. and Anurag Jain.

Transglobal Technologies Inc.
12222 Merit Drive, Suite 1370, Dallas, TX 75251
214-462-7451

Strategic Investments