Contact:
DFW Metroplex Trust Market Manager:
Chris Klemme, J.D.
Senior Vice President, Trust Officer
10000 N. Central Expressway, Suite 800
Dallas, Texas 75231
Phone: 214-534-1766
Dallas/Collin County Office:
Melissa Hill, CTFA
Senior Vice President, Trust Officer
7300 State Hwy 121 SB, Suite 510
McKinney, Texas 75070
Phone: 214-307-1664
Tarrant County Office:
Darrin Salge, CFP, CTFA
Senior Vice President, Trust Officer
1500 West 7th Street
Fort Worth, Texas 76102
Phone: 817-505-2132
Denton County Office:
Sheryl Kiser
Senior Vice President, Trust Officer
120 S. Carroll Blvd.
Denton, Texas 76201
Phone:469-322-6202
Contact:
AMARILLO OFFICE
Joby J. Mills, J.D.
SVP & Director of Trust Services for Texas
701 S. Taylor, Amarillo, Texas 79101
Direct: 806-349-9893
ADDISON OFFICE
Thelma Williams
VP - Trust Officer
16633 N. Dallas Pkwy, Ste 350
Addison, Texas 75001
Direct: 972-407-4948
FORT WORTH OFFICE
Jordan Flores
Trust O
Contact:
AMARILLO OFFICE
Joby J. Mills, J.D.
SVP & Director of Trust Services for Texas
701 S. Taylor, Amarillo, Texas 79101
Direct: 806-349-9893
ADDISON OFFICE
Thelma Williams
VP - Trust Officer
16633 N. Dallas Pkwy, Ste 350
Addison, Texas 75001
Direct: 972-407-4948
FORT WORTH OFFICE
Jordan Flores
Trust Officer
2525 Ridgmar Blvd. Ste 100
Fort Worth, Texas 76116
Direct: 817-989-3960
Contact:
DALLAS OFFICE
Thomas Welch
Senior Vice President | Frost Wealth Advisors
2950 N. Harwood, 14th Floor
Dallas, Texas 75201
Office: (214) 515-4893
FORT WORTH OFFICE
Todd Breeding, CWS
Senior Vice President | Personal Trust, Business Dev.
640 Taylor St., Ste. 1000
Fort Worth, Texas 76102
Office: (817) 420-5018
Contact:
FORT WORTH TRUST TEAM
Jason Carter, JD
SVP I Personal Trust Manager
777 Main Street, Suite 3500
Fort Worth, Texas 76102
Office: (817) 302-4952
DALLAS TRUST TEAM
Megan L. Hughes, J.D., LL.M.
SVP I Personal Trust Manager
5956 Sherry Lane, 9th Floor
Dallas, Texas 75225
Office: (214) 525-7696
Contact:
FORT WORTH TRUST TEAM
Jason Carter, JD
SVP I Personal Trust Manager
777 Main Street, Suite 3500
Fort Worth, Texas 76102
Office: (817) 302-4952
DALLAS TRUST TEAM
Megan L. Hughes, J.D., LL.M.
SVP I Personal Trust Manager
5956 Sherry Lane, 9th Floor
Dallas, Texas 75225
Office: (214) 525-7696
NORTH TEXAS TRUST TEAM
(Plano/Sherman offices)
Debra M. Round, CTFA, CPA
SVP / Manager, Trust
5956 Sherry Lane, Suite 900
Dallas, TX 75225
Office: 214-346-3973
Contact:
Lee Price
Senior Vice President, Wealth and Trust Officer
Texas Bank and Trust
5656 Main Street
Frisco, TX 75033
p. 469-777-5883
f. 469-946-6305
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A successful wealth transfer plan passes on more than just wealth—it imparts core values, which help dictate how that money is used and gives inheritors the tools to thrive. The best plans educate inheritors over many years, and so we’ve invited a guest who has specialized in wealth transfer for many years: Felix Meneses, Senior Vice Pres
A successful wealth transfer plan passes on more than just wealth—it imparts core values, which help dictate how that money is used and gives inheritors the tools to thrive. The best plans educate inheritors over many years, and so we’ve invited a guest who has specialized in wealth transfer for many years: Felix Meneses, Senior Vice President and Dallas Market Executive for Cadence Bank’s Trust and Asset Management.
Our team is made up of passionate and dedicated individuals who are committed to making North Texas Probate Bench Bar a success. We work tirelessly to ensure that every aspect of the event is carefully planned and executed to perfection.
Contact:
Tonya Adam
4251 FM 2181, Suite 230
Corinth, Texas 76210
Office: 940-566-1000
Cell: 972-345-5312
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