Financial Advisors in Dallas, Texas
With deep roots in the Dallas-Fort Worth area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment solutions to assist clients with making well-informed, important life decisions related to their wealth.
Dallas Financial Services
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Wealth Management
Our team uses their expertise to design a tailored financial solution for your family and assets.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Our Dallas Financial Advisor Offices
Find the Beacon Pointe office closest to you in Dallas, TX.
7557 Rambler Road, Suite 1425, Dallas, TX 75231
This Beacon Pointe Advisors office located in Northern Dallas serves private clients, multi-generational families, entrepreneurs and business owners, retirement plans, and foundations.
Phone: (214) 446-2100
5960 Berkshire Lane, Suite 1150, Dallas, TX 75225
This Beacon Pointe Advisors office in the Dallas Park Cities area provides Family Office Services to ultra-high-net-worth clientele.
Phone: (214) 387-2559
5960 Berkshire Lane, Suite 1175, Dallas, TX 75225
This Beacon Pointe Advisors office in the Dallas Park Cities area provides Family Office Services to ultra-high-net-worth clientele.
Phone: (214) 387-2559
6600 Snider Plaza, Suite 210, Dallas, TX 75205
This Beacon Pointe Advisors office located in the Snider Plaza serves private clients, multi-generational families, entrepreneurs and business owners, retirement plans, and foundations.
Phone: (214) 474-2190
8350 N. Central Expressway, Suite 925, Dallas, TX 75206
This Beacon Pointe Advisors office located in the Park Cities and Lakewood area of Dallas serves private clients, multi-generational families, business owners, retirement plans, and foundations.
Phone: (214) 691-4451
Dallas Managing Directors
Allison Geiger, CFP®
Partner, Managing Director
Allison is a Partner and Managing Director based in Dallas, TX, bringing over two decades of experience in the financial services industry. She provides comprehensive financial planning services to individuals and families, helping clients navigate the complexities of wealth management through a personalized, relationship-driven approach. Allison began her career as an international tax consultant with PricewaterhouseCoopers, where she specialized in preparing expatriate and foreign national tax returns. She previously led Heritage Financial Planning as a Partner, which joined Beacon Pointe Advisors in 2025. Prior to Heritage Financial Planning, Allison was a senior financial planner at one of the largest NAPFA fee-only wealth management firms in the Dallas-Fort Worth Metroplex, where she advanced through multiple roles over a decade of service. Allison holds a Bachelor of Business Administration in Marketing with a minor in Spanish from Texas A&M University and is a graduate of the Financial Planning Program at Southern Methodist University. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a member of Beacon Pointe’s Women’s Advisory Institute. Outside of the office, Allison enjoys running, cheering on her Texas A&M Aggies during football season, and spending time with her husband, son, and two daughters. She and her family are also active members of the Dallas-Fort Worth community.
Michael Beck
Partner, Managing Director
Michael Beck is a managing director and oversees the Beacon Pointe Dallas office and has nearly 40 years of experience in the financial services industry. He builds custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an comprehensive financial strategy, he works with his clients’ CPAs, estate attorneys and other key professionals in order to provide comprehensive financial planning. In addition to his wealth advisory responsibilities, Michael is a member of Beacon Pointe’s Securities Research Committee. Prior to joining Beacon Pointe, Michael was a managing director for Wealthstreet Investment Advisors, LLC. He began his career as a portfolio manager at Gerald L. Ray and Associates, Ltd. in 1999 and before becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University. Michael is married to his wife Patrice and they have two sons.
Michael Kane, CFA®
Partner, Managing Director
Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience. Michael has extensive experience working with individuals, families, and foundations an utilizes comprehensive strategies to help each client realize their financial goals. Michael earned a B.S. in Finance from Babson College, an M.B.A. from Southern Methodist University and he is a holder of the Chartered Financial Analyst ® designation. Michael moved to Dallas in 1979, attended high school in the area and has developed deep roots. He began his professional career as a market marker at the Chicago Board Options Exchange in 1989 and has been in the investment advisory business since 1991. He is active in the Dallas community and is currently serving as a trustee on the Board of Trustees for Legacy Senior Communities and as a member of the Investment Committee of the Dallas Jewish Community Foundation. Away from the office, Michael enjoys spending time with his family (wife, son and two golden retrievers), traveling, hiking, cycling, and playing tennis.
Rawles Bell, CIMA®
Partner, Managing Director
Rawles Bell is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their investment and income objectives. With over a decade in the financial services industry, Rawles began his career as a financial advisor at RBC Wealth Management before moving to a client advisory role and Associate Partner at Benchmark Private Wealth Management (which joined Beacon Pointe in 2022). Rawles graduated from Texas A&M University with a degree in Finance and Economics, and he is a Certified Investment Management Analyst® (CIMA®) professional. A native of the Park Cities, Rawles currently resides with his wife and four daughters in Dallas and in his spare time enjoys golf, fishing, and flying.
Russell Crow
Partner, Managing Director
Russell Crow is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Russell served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He received his BA from the University of Arkansas, his MBA from Arizona State University, and his MIM from Thunderbird, the American Graduate School of International Management.
Steve Blankenship, CFP®
Partner, Managing Director
Steve is a Partner and Managing Director based in Dallas, TX, bringing over two decades of experience in wealth management and financial planning. He founded Heritage Financial Planning, which joined Beacon Pointe Advisors in 2025, with the passion and vision of offering clear, personalized financial guidance in an industry often clouded by bias and complexity. His client-first approach remains central to his work today, focusing on delivering objective, tailored financial strategies that reflect each client’s unique goals, values, and life circumstances. Prior to founding Heritage Financial Planning, Steve held roles at firms including Ernst & Young, LLP, and Arthur Andersen, LLP, where he was part of their wealth management practices, as well as Quest Capital Management, and State Farm Insurance. Steve holds a Bachelor of Business Administration degree in Financial Services and Planning from Baylor University and is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.
Wayne McCullough, CFP®
Partner, Managing Director
Wayne McCullough is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. A veteran of the financial services industry, Wayne taps into his vast experience, industry acclaim and relationship-based partnerships with clients to provide top of the line service and expertise. Prior to joining Beacon Pointe, Wayne served as the President and Managing Partner for Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). A sixth generation Texan, Wayne received his bachelor’s degree from the University of Texas and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Wayne resides in Dallas with his wife and children, and is actively involved with many non-profit organizations, including the Salesmanship Club of Dallas.
William Diehl, CFA®
Partner, Managing Director
William (Billy) Diehl is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Billy served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He holds the Certified Financial Analyst® (CFA®) designation and received his BA from Vanderbilt University and his MBA from the University of Texas at Austin.
Connect with one of our trusted Financial Advisors in Dallas.
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