Bank of America's family wealth advisers unit introduced a team Tuesday to serve ultra-wealthy clients in Dallas.
Michele Huff, a senior wealth adviser for the Charlotte banking company, is to lead the integrated team of bankers, wealth advisers, and client-service specialists that will employ a centralized Family Wealth Center to deliver advice, solutions, and service to wealthy families and individuals in and near Dallas.
The Dallas team has two wealth advisers, Michael Castillo and Morgan Thompkins; a portfolio manager, Wendy Messmann; and relationship associates Betty Dawson and Manuel Gonzalez.
The family wealth advisers unit was started in April in New York City and is being rolled out nationally this year. It has offices in New York, San Francisco, Los Angeles, Chicago, and Miami.
