SMU Instructors are in red.
| Certified Financial Planners | ||
| David Ackerman, Dallas Investment Mgmt. | Dana Barfield, The Barfield Group | Michael Benedict, Weaver & Tidwell Financial Advisors |
| Robert H. Berg, Carter Financial Mgmt. | Mike Bessire, Merrill Lynch | John D. Bledsoe, John Bledsoe Associates |
| Jana Bloom, Spectrum Financial Group | Erin Botsford, Lincoln Financial Advisors | Larry W. Burgess, Helmsman Financial Partners |
| Jennifer Burreson, Fiduciary Financial Services of the Southwest | Dennis Carpenter, International Wealth Mgmt. | Bill E. Carter, Carter Financial Mgmt. |
| Robert Cox, Quest Capital Mgmt. | Tait Cruse, Northwestern Mutual Financial Network | Guy Cumbie, Cumbie Advisory Services |
| Christopher Currin, Pegasus Advisors | Ashley Davis, Robertson, Griege & Thoele | Carol Doerr, Weaver & Tidwell Financial Advisors |
| Terry D. Doyle, American Express Financial Advisors | David S. Dryden, American Express Financial Advisors | Mary H. Durie, Quest Capital Mgmt. |
| Tom Dwyer, Financial Design Group | Barry Evans, Southwest Strategies | Greg A. Galbraith, A.G. Edwards & Sons |
| JoAnne Galbraith, Carter Financial Mgmt. | Jaime Galvan, Spectrum Financial Group | Frannie (Frances) Gardner, Ayres Financial Group |
| Gregory D. Gardner, Gardner Group | Crawford Gates, Lincoln Financial Advisors | Alan Goldfarb, Weaver & Tidwell Financial Advisors |
| Craig Greenway, Southwest Strategies | Mark Griege, Robertson, Griege & Thoele | Ricky Grunden, Ricky Grunden Investment Advisors |
| David Guyett, Carter Financial Mgmt. | Jeff Holler, The Capital Chart Room | G. Dulany Howland,G. Dulany Howland Advisory |
| Ryan Huey, Perryman Financial Advisory | Dennis P. Ingram, Ackley Financial Group | Diana Jenkins, Quest Capital Mgmt. |
| Glenda D. Kemple, Quest Capital Mgmt. | Hillary Kent, Lincoln Financial Advisors | Carl J. Kunhardt, Quest Capital Mgmt. |
| John Kvale, JK Financial | Bob Lamoreaux, Spectrum Financial Group | Richard R. Lee, Jr., Lee Financial |
| Bryan Lee, Strategic Financial Planning | Larry Martin, International Wealth Mgmt. | Kalita McCarthy, Quest Capital Mgmt. |
| Jane McGinnis, Quest Capital Mgmt. | Tom McIntire, Carter Financial Mgmt. | Lynn McIntire, First Horizon Financial Center |
| Greg McMurdie, Lincoln Financial Advisors | Chris Messick, Northwestern Mutual Financial Network | Jimmy R. Middlebrook, American Express Financial Advisors |
| Cyndy Montgomery, Lincoln Financial Advisors | John Moore, Northwestern Mutual Financial Network | Greg Morgan, Strategic Financial Mgmt. Group |
| Gary A. Morris, Morris Financial Services | Thomas E. Muir, Rench & Muir Financial Advisors | Kathy Muldoon, Carter Financial Mgmt. |
| Hank Mulvihill Jr., Mulvihill Asset Mgmt. | Joe Nolan, Robertson, Griege & Thoele | Colleen O'Donnell, Lincoln Financial Advisors |
| Dianna Parker, Lincoln Financial Advisors | Bill Perryman, Perryman Financial Advisory | John L. Potts, Ayres Financial Group |
| Clark Randall, Lincoln Financial Advisors | James A. Rench, Rench & Muir Financial Advisors | David Rhodes, Lincoln Financial Advisors |
| Tom E. Ricks, Lincoln Financial Advisors | Tara Scottino, Wells Fargo Private Client Services | Ted Snow, Lincoln Financial Advisors |
| Tim Stark, Northwestern Mutual Financial Network | Rick Stevens, Lincoln Financial Advisors | Viktor Szucs, Quest Capital Mgmt. |
| Darrell Tate, Tate Planning Group | Les Terrill, A.G. Edwards & Sons | Chuck Thoele, Robertson, Griege & Thoele |
| Paul Thompson, Signal Securities | Trudy Turner, Rench & Muir Financial Advisors | Jana Waters, International Wealth Mgmt. |
| Helen Wathen, Merrill Lynch | James N. Whiddon, JWA Financial Group | Kathy Williams, Cumbie Advisory Services |
| Christina Williams, Quest Capital Mgmt. | E.W. "Woody" Young, Quest Capital Mgmt. | Chris Young, Quest Capital Mgmt. |
| Penny Young, Robertson, Griege & Thoele | Miles Zitmore, A.G. Edwards & Sons | |
| Wealth Managers | ||
| Art Alexander, Merrill Lynch | Dodee Crockett, Merrill Lynch | Eric Greenfield, Merrill Lynch |
| Stuart Greenfield, Merrill Lynch | Virgil
Harris, Bank
of |
Charles Hart, Vision Wealth Mgmt. |
| Larry Heller, Bessemer Trust | David K. Holmes, Bessemer Trust | Harry J. Martin, Brown Brothers, Harriman & Co. |
| Wayne C. McCullough, A.G. Edwards & Sons | R. David Parrish, Brown Brothers, Harriman & Co. | Marc E. Prda, A.G. Edwards & Sons |
| Gerald Ray, Gerald L. Ray & Associates | Lou
Schaufele,
Bank of |
Vincent J. Spiziri, Bernstein Investment Research and Mgmt |
| Richard J. Szelc, Neuberger Berman | Gene Vilfordi, Merrill Lynch | |
HOW WE DID IT
To compile our list of top Certified Financial Planners, we surveyed more than 700 financial planning professionals, including the entire membership of the Dallas-Fort Worth chapter of the Financial Planning Association. We listed only Certified Financial Planners. For our list of top wealth managers, we called respected financial institutions, asking them to recommend the top two wealth managers in their firm, as well as two highly qualified competitors.
We would like to thank the following people for their time and guidance in reporting this story: CFP Bill Carter, founder of Carter Financial; CFP JoAnne Galbraith, senior vice president, Carter Financial; Randy Guttery, associate professor of finance and real estate and CFP program director at the University of North Texas; CFP Bryan Lee, president of Strategic Financial Planning and president of the local Financial Planning Association (FPA); CLU Tait Cruse, Northwestern Mutual Financial Network.u good advice or bad advice. Clients like risk-sharing."