About Our Dallas Office
Our Dallas office provides more than 100 years of combined wealth management experience in a convenient Preston Center location just east of the Dallas North Tollway. The team focuses on wealth in transition, including divorce, changes in business ownership, death and wealth transfer. In addition, the office provides local access to BNY Mellon’s extensive range of global resources and services.
Want to talk to someone from our Dallas Office?
Get in touch and put our experienced Dallas-based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:00 PM CT
Contact
Office Phone: (972) 362-6220
Check Verifications & Banking Inquiries:
(866) 636-0540
Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631
Local Leadership
Our Dallas Team
Andrew Paterson
Regional President – Central Region
Todd Carlton
Regional President – Texas
Lesley Holland
Senior Director
Want to know more?
Send us an email and we’ll schedule a call that works for you.