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Financial Planning Services
This listing should NOT be viewed as an endorsement by The Arc of Dallas.         

The Arc of Texas Master Pooled Trust
Chris Oglesby, Master Pooled Trust Manager
Dee West, Master Pooled Trust Coordinator
8001 Centre Park Drive
Austin, Texas 78754
Toll-Free: 1-800-252-9729
(512) 454-6694 
chris@thearcoftexas.org
dwest@thearcoftexas.org

Harris Financial Group
A. David Boomstein
12750 Merit Drive, Suite 900
Dallas, TX  76261
972-386-5050 or 972-383-8327
dboomstein@finsvcs.com

Martin Financial Group Jared Cornelius                         Financial Advisor                     214-522-4245 x236 jared@martinfinancialgroup.com

Merrill Lynch
Also works as a settlement consultant for personal injury cases
Roxane Rose
2121 San Jacinto, Suite 100
Dallas, TX
214-969-2694 phone
214-969-2332 fax
roxane_rose@ml.com

New England Financial (A MetLife Affiliate)
Met Desk Representatives:
Deborah G. Duckworth, LUTCF or Joanne Carey, CLU
16800 Dallas Parkway, Suite 200
Dallas, TX  75248
469-737-1600
dduckworth@dallas.nef.com