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.

8401 N. Central Expy.Suite 300Dallas, TX 75225
www.frontierinvest.com

Frontier Investment Management is an independent SEC-registered advisor focused on partnering with our clients to maintain, manage and maximize their wealth. Since 1994, Frontier has provided individuals, families and institutions with customized wealth management solutions.

Iberia Bank
8201 Preston Rd, Ste 280, Dallas, TX 75225
972-348-6132
http://www.iberiabank.com

IBERIABANK started in 1887, in New Iberia, Louisiana. For over 130 years, we have focused on growth and a commitment to the community. Today, we continue that dedication by meeting the needs of our clients through comprehensive financial services which include Retail, Commercial, Business Banking, Private Banking, and Mortgage.

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.

Mobility Credit Union
8384 N Belt Line Rd. Irving, TX. 75063
2145742000
www.mobilitycu.com

Mobility Credit Union is a financial institution based out of Irving, Texas. We specialize in auto loans, high yield checking accounts, home equity loans, and much more!

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.

One World Bank
2449 Walnut Hill Ln, Dallas TX 75229
972-243-7775

Our mission is to provide personal and customized financial services to our customers.  We are committed to making your banking experience an enjoyable one.  It is my sincere and personal commitment that you will enjoy banking with us and enjoy working with our staff. 

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.