Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
We use cookies to ensure you get the best experience on our website. If you accept, you agree with our cookie policy.
Back to all locations
Dallas_Blue

5950 Sherry Ln. Suite 420
Dallas, TX 75225

Directions

Phone: 214.622.6020

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Institutional Retirement

Our Team

Our Dallas-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries.

Advisor

John A. Pickett, CIMA®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Travis Whitten, CFP®

Senior Vice President,
Financial Advisor

View Profile
View All News and Resources

Contact Us

How can we help?

Dallas, TX - Sherry Lane

5950 Sherry Ln.
Suite 420
Dallas, TX 75225
Phone 214.622.6020