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Mercer Advisors - Dallas - Park Cities Owner verified
8117 Preston Road # 700 Dallas, TX, 75225Last time updated: 10/2/25, 8:45 AM
About
Our Park Cities team is deeply committed to the individuals and families of the Dallas-Fort Worth area. Many of our advisors have been working with local residents for over three decades, helping them navigate financial complexity and achieve their goals.
Multi-generational wealth management and philanthropy: Our team specializes in navigating family dynamics and providing clarity when complexity arises.
Special needs: Our team has extensive experience working with families with complex circumstances, including parents of children with special needs.
Deep experience with: Small business ownership and succession planning, divorce, and executive compensation plans.
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Financial Planning and Advisory Solutions
Investment and Portfolio Management Advisors & Solutions
Tax Planning & Preparation Advisors & Solutions
Estate Planning Advisors & Solutions
Insurance Advisors & Solutions
Trustee Advisors & Services | Trust Management Solutions
Frequently Asked Questions
When was Mercer Advisors - Dallas - Park Cities founded?
Mercer Advisors - Dallas - Park Cities was founded in 1985.
Which days is Mercer Advisors - Dallas - Park Cities open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Dallas - Park Cities specialties?
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards.
What are Mercer Advisors - Dallas - Park Cities main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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