Veteran Advisors Join Dallas Branch
(MEMPHIS, TN / February 5, 2015) - Wunderlich, a leading full-service investment firm headquartered in Memphis, today announced that Michael E. Crossley and Roger W. Blackmar have joined its wealth management team in Dallas. Both were previously with Morgan Stanley and each has more than 40 years of experience in the financial services industry.
“Their expertise and long-lasting client relationships will truly be an asset to the Dallas branch,” said James Parrish, President of Wunderlich Wealth Management.
“Our clients’ needs have always been our top priority,” said Crossley. “At Wunderlich, we have found a firm where each client is valued and where advisors have the autonomy and flexibility to serve their clients’ best interests.”
Crossley, whose professional background also includes time with Deutsche Bank and Merrill Lynch, is a graduate of Southern Methodist University and is an active member of the SMU Planning Giving Council, the Texas International Theatrical Arts Society (TITAS) Board of Directors and the Scottish Rite.
“Wunderlich felt like the best fit for us and, more importantly, our clients. We’re excited to introduce them to the comprehensive wealth management services that Wunderlich can provide,” said Blackmar.
Blackmar, who also graduated from SMU, actively supports the local community through his involvement with National Alliance on Mental Illness, Navy League, Dallas Museum of Art and the Arboretum. He is also a Life Member of Highland Park Alumni Association.
In addition, Dianne Brady has joined the Dallas branch as a sales assistant. Brady also comes from Morgan Stanley.
Wunderlich has 33 locations nationwide, including offices in the Dallas and Houston areas. For more information on opportunities available throughout the firm’s Texas footprint, contact Pap Roark at 214.442.2901 or visit wunderlichsecurities.com/texas.
Established in 1996, Wunderlich provides individuals, corporations and institutional clients with wealth management, equity research and investment banking, and fixed income sales and trading. Wunderlich, headquartered in Memphis, Tennessee, has 33 offices in 18 states and more than 600 associated professionals. For more information, visit wunderlichsecurities.com.
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