Wealth Advisors in Dallas and Houston

Leah R. Bennett, CFA®
President, Westwood Wealth Management
+1 (713) 683-7070

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Jill Meyer, JD, CPA
Director, Fiduciary Services
+1 (214) 624-9589

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Melissa W. McMillian
Senior Vice President, Private Wealth Advisor
+1 (214) 756-6985

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Amy M. Lester
Vice President, Relationship Manager
+1 (214) 756-6986

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Susan Wedelich, JD
Senior Vice President, Private Wealth Advisor
+1 (713) 683-7070

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Jason Caras, JD
Vice President, Private Wealth Advisor
+1 (346) 345-4229

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Karla Dominguez, JD
Senior Vice President, Private Wealth Advisor
+1 (832) 200-0323

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Nisha Mathews
Vice President, Private Wealth Advisor
+1 (832) 200-0355

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Karim Lakhani
Vice President, Private Wealth Advisor
+1 (832) 200-0325

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Mike Yan
Vice President, Client Portfolio Manager
+1 (214) 756-6976

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Jordan Cowart, CFA®, CFP®
Vice President, Private Wealth Advisor
+1 (214) 756-6992

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Julie Cooper, CPA
Associate Vice President, Tax Manager
+1 (214) 624-9621

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Suzy Conley
Senior Vice President, Private Wealth Advisor Lead

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At Westwood Wealth Management, we are focused on providing attentive service and an unmatched client experience. We offer financial advice complemented by an array of leading-edge financial solutions to address your unique, and often complex financial needs.
200 Crescent Court
Suite 1200
Dallas, TX 75201
+1 (214) 756-6900
10000 Memorial Drive
Suite 650
Houston, TX 77024
+1 (713) 683-7070
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