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Westwood Dallas

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
info@westwoodgroup.com
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Dallas Wealth Advisory Team

J. Porter Montgomery
President, Westwood Wealth Management Dallas
214.756.6919
pmontgomery@westwoodgroup.com
Jill Meyer, JD, CPA
Senior Vice President, Director of Fiduciary Services
214.624.9589
jmeyer@westwoodgroup.com
Marty Brainerd
Senior Vice President, Private Wealth Advisor
214.750.2273
mbrainerd@westwoodgroup.com
Wes Caywood
Senior Vice President, Business Development and Team Leader
214.624.9612
wcaywood@westwoodgroup.com
Jacqueline L. Finley, CFA
Senior Vice President, Wealth and Investment Advisor
214.756.6956
jfinley@westwoodgroup.com
Melissa W. McMillian
Senior Vice President, Private Wealth Advisor
214.756.6985
mmcmillian@westwoodgroup.com
Terry Beneke
Vice President, Partner Relations Advisor
214.238.5381
tbeneke@westwoodgroup.com
Justin Mourning
Vice President, Private Wealth Advisor
214.624.9631
jmourning@westwoodgroup.com
Michelle R. Neber
Vice President, Client Service Manager
214.756.6984
mneber@westwoodgroup.com
Amy M. Lester
Vice President, Relationship Manager
214.756.6986
alester@westwoodgroup.com