A Smarter Strategy for Independence

Main Office

17300 N. Dallas Pkwy
Suite 2065
Dallas, TX 75248

Main Phone – 972-421-1360
Main Fax – 972-421-1390

Additional Offices

413 West Bethel Road, Suite 203
Old Town Center
Coppell, TX 75019
Main Phone – 469-893-0067

99 Trophy Club Drive
Trophy Club, TX 76262
Main Phone – 817-224-2951

Our Staff and Dedicated Transition Team

Each of the professionals shown on this page has specific areas of individual expertise. When they come together to work side-by-side, sharing experiences, challenges, techniques and solutions they embody the culture of 360 Wealth Management, LLC.

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Pais, Sarah L. – Chief Operating Officer

Biography

LPL Financial & 360 Wealth Management, LLC
Office : 972-421-1342
E-Mail : [email protected]

 


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McCandless, Teresa – Relationship Manager

Biography

LPL Financial & 360 Wealth Management, LLC
Office : 972-790-0760
E-Mail : [email protected]

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Adcox, Jo– Executive Assistant

360 Wealth Management, LLC
Office : 972-421-1374
E-Mail : [email protected] , [email protected]

 
 
 


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Ambrose, Sara – Director of Client Services

360 Wealth Management, LLC
Office : 972-421-1358
E-Mail : [email protected]

 
 
 


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Atkins, Chad – Principal

Biography

360 Wealth Management, LLC
Office : 972-421-1362
E-Mail : [email protected]

 


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Day, Brandon – Principal

Biography

360 Wealth Management, LLC
Office : 972-421-1361
E-Mail : [email protected]

 
 


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Hap, Maggie – Office Administrator

360 Wealth Management, LLC
Office : 972-421-1360
E-Mail : [email protected]

 
 
 


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Kernan, Sean – Principal

Biography

360 Wealth Management, LLC
Office : 469-893-0067
E-Mail : [email protected]

 


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Larson, Kathy – Executive Assistant

360 Wealth Management, LLC
Office : 972-421-1344
E-Mail : [email protected]

 
 
 


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Moody, Kenard – Compliance Analyst

360 Wealth Management, LLC
Office: 972-421-1352
E-Mail : [email protected]

 
 
 


 
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Royal, Jill M. – Compliance Manager

360 Wealth Management, LLC
Office : 972-421-1367
E-mail : [email protected]

 
 
 


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Welsh, Matt – Financial Advisor

360 Wealth Management, LLC
Office : 972-421-1379 Fax 972-421-1382
E-Mail : [email protected]

Main Office

17300 N. Dallas Pkwy
Suite 2065
Dallas, TX 75248

Main Phone – 972-421-1360
Main Fax – 972-421-1390

Additional Offices

413 West Bethel Road, Suite 203
Old Town Center
Coppell, TX 75019
Main Phone – 469-893-0067

99 Trophy Club Drive
Trophy Club, TX 76262
Main Phone – 817-224-2951

Our Staff and Dedicated Transition Team

Each of the professionals shown on this page has specific areas of individual expertise. When they come together to work side-by-side, sharing experiences, challenges, techniques and solutions they embody the culture of 360 Wealth Management, LLC.

Transition Team

Pais, Sarah L. – Chief Operating Officer

Biography

LPL Financial & 360 Wealth Management, LLC
Office : 972-421-1342
E-Mail : [email protected]

<hr/>

McCandless, Teresa – Relationship Manager

Biography

LPL Financial & 360 Wealth Management, LLC
Office : 972-790-0760
E-Mail : [email protected]

<hr/>

360 Wealth Management Staff

Adcox, Jo– Executive Assistant

360 Wealth Management, LLC
Office : 972-421-1374
E-Mail : [email protected] , [email protected]

<hr/>

Ambrose, Sara – Director of Client Services

360 Wealth Management, LLC
Office : 972-421-1358
E-Mail : [email protected]


Atkins, Chad – Principal

Biography

360 Wealth Management, LLC
Office : 972-421-1362
E-Mail : [email protected]


Day, Brandon – Principal

Biography

360 Wealth Management, LLC
Office : 972-421-1361
E-Mail : [email protected]


Hap, Maggie – Office Administrator

360 Wealth Management, LLC
Office : 972-421-1360
E-Mail : [email protected]


Kernan, Sean – Principal

Biography

360 Wealth Management, LLC
Office : 469-893-0067
E-Mail : [email protected]


Larson, Kathy – Executive Assistant

360 Wealth Management, LLC
Office : 972-421-1344
E-Mail : [email protected]


Moody, Kenard – Compliance Analyst

360 Wealth Management, LLC
Office: 972-421-1352
E-Mail : [email protected]


Royal, Jill M. – Compliance Manager

360 Wealth Management, LLC
Office : 972-421-1367
E-mail : [email protected]

<hr/>

Welsh, Matt – Financial Advisor

360 Wealth Management, LLC
Office : 972-421-1379 Fax 972-421-1382
E-Mail : [email protected]

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