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Westwood
Dallas
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Financial Planning
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Dallas
Houston
Our Dallas office focuses 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
214.756.6900
[email protected]
Get directions
Dallas Wealth Advisory Team
Leah R. Bennett, CFA
President, Westwood Wealth Management
713.683.7070
[email protected]
Jill Meyer, JD, CPA
Senior Vice President, Director of Fiduciary Services
214.624.9589
[email protected]
Wes Caywood
Senior Vice President, Business Development and Team Leader
214.624.9612
[email protected]
Jacqueline L. Finley, CFA
Senior Vice President, Wealth and Investment Advisor
214.756.6956
[email protected]
Melissa W. McMillian
Senior Vice President, Private Wealth Advisor
214.756.6985
[email protected]
Terry Beneke
Vice President, Partner Relations Advisor
214.238.5381
[email protected]
Justin Mourning, CFP®
Vice President, Private Wealth Advisor
214.624.9631
[email protected]
Michelle R. Neber
Vice President, Client Service Manager
214.756.6984
[email protected]
Amy M. Lester
Vice President, Relationship Manager
214.756.6986
[email protected]
Wes Hedrick, CFP®
Financial Planning Manager
214.624.9632
[email protected]
Susan Wedelich, JD
Senior Vice President, Private Wealth Advisor
713.683.7070
[email protected]
Jason Caras, JD
Vice President, Private Wealth Advisor
346.345.4229
[email protected]
Karla Dominguez, J.D.
Senior Vice President, Private Wealth Advisor
832.200.0323
[email protected]
Greg Casamayor, AAMS
Vice President, Private Wealth Advisor
346.348.0906
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[email protected]
Monica Llanas
Vice President, Private Wealth Advisor
832.200.0349
[email protected]
Nisha Mathews
Vice President, Private Wealth Advisor
832.200.0355
[email protected]