Our Staff and Team of Advisors
Each of the professionals shown on this page has specific areas of individual expertise. When they come together to work side-by-side, sharing experience, challenges, techniques and solutions they embody the culture of 360 Wealth Management.
Aiello, Anthony (AJ)
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-200-2830
E-Mail : anthony.aiello@360wm.net
Atkins, Chad – Principal, CFP®
360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com
Atkins, William Jr., CFS®
360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1399
Email: william.atkins@lpl.com
Bennett, Langdon R., MBA
LPL Financial
Office: 469-390-9930
Email: langdon.bennett@lpl.com
Broyles, Janet
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1377
Email: janet.broyles@lpl.com
Carswell, Kevin
360 Wealth Management, LLC
100 Independence Place Suite 207
Tyler, TX 75703
Office: 903-509-0360
Email: kevin.carswell@lpl.com
Dawkins, Scott
LPL Financial
721 NE 82nd Ave Suite A
Portland, OR 97220
Office: 971-255-1268
Email: scott.dawkins@lpl.com
Day, Brandon – Principal, CFP®
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: bday@lpl.com
Diamond, Steve, CFP®
360 Wealth Management, LLC
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 972-393-9769
Email: steve.diamond@lpl.com
Ferrell, Stephen, AIF®
Valtrum
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1371
Email: s.ferrell@valtrum.com
http://valtrum.com/
Kernan, Sean – Principal, CFP®
360 Wealth Management, LLC
550 Reserve Street, Suite #150
Southlake, TX 76092
Office: 469-893-0067
Email: sean.kernan@lpl.com
Lasley, Janice
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 254-644-5988
Email: janice.lasley@lpl.com
Mansour, Abe, CFP®
LPL Financial
555 Republic Drive Suite 314
Plano, TX 75074
Office: 972-578-9809
Email: abe.mansour@lpl.com
Martin, David, CFP®
Ridgemark Financial
17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-740-4932
Email: david@ridgemarkfinancial.com
McFarling, Bud
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas,TX 75248
Office: 972-421-1340
Email: bud.mcfarling@lpl.com
Meinz, Karen
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-488-3373
Email: karen.meinz@lpl.com
Mills, Linda
360 Wealth Management, LLC
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-224-2951
Email: linda.mills@lpl.com
Morrow, Brooks – Financial Advisor
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office : 972-421-1370
E-Mail : brooks.morrow@lpl.com
Norris, Gayle
Lightforce Financial
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-893-0067
Email: gayle.norris@lpl.com
Peterson, John
17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-471-1930
Email: john.peterson@lpl.com
Ruff, Brian
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 469-200-2830
Email: brian.ruff@lpl.com
Simmons, Brandon W., MBA
360 Wealth Management, LLC
16135 Preston Road Suite 121
Dallas, Texas 75248
Office: 972-386-4111
Email: brandon.w.simmons@lpl.com
Skalak, Laura K
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1368
Email: laura.skalak@lpl.com
Sparks, Drew
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1343
Email: drew.sparks@lpl.com
Stecik, Tom, CFP®, CLU
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 214-908-1983
Email: tom.stecik@lpl.com
Unsworth, John J.
360 Wealth Management, LLC
500 Canyon Lake Drive
Aledo, TX 76008
Office: 817-819-6240
Email: john.unsworth@lpl.com
Webb, Jim
360 Wealth Management, LLC
2770 Main Street
Suite 167
Frisco, TX 75034
Office: 972-987-6210
Email: jim.webb@lpl.com
Welsh, Matt – Financial Advisor
360 Wealth Management, LLC
Office : 972-421-1379
Fax: 972-421-1382
E-Mail : mathew.c.welsh@lpl.com
Adcox, Jo– Executive Assistant
360 Wealth Management, LLC
Office : 972-421-1374
E-Mail : jo.adcox@lpl.com , admin@360wm.net
Ambrose, Sara – Director of Client Services
360 Wealth Management, LLC
Office : 972-421-1358
E-Mail : sara.ambrose@lpl.com
Atkins, Chad – Principal
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com
Hap, Maggie – Office Manager
360 Wealth Management
Office : 972-421-1360
E-Mail : maggie.hap@lpl.com
Day, Brandon – Principal
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: bday@lpl.com
Kernan, Sean – Principal
360 Wealth Management, LLC
550 Reserve Street
#150 Southlake TX 76092
Office: 469-893-0067
Email: sean.kernan@lpl.com
Larson, Kathy – Executive Assistant
360 Wealth Management, LLC
Office : 972-421-1344
E-Mail : Kathy.larson@lpl.com
McCandless, Teresa – Relationship Manager
360 Wealth Management,, LLC
Office : 972-790-0760
E-Mail : Teresa.mccandless@lpl.com
Aiello, Anthony (AJ)
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-200-2830
E-Mail : anthony.aiello@360wm.net
Atkins, Chad – Principal, CFP®
360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com
Atkins, William Jr., CFS®
360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1399
Email: william.atkins@lpl.com
Bennett, Langdon R., MBA
LPL Financial
Office: 469-390-9930
Email: langdon.bennett@lpl.com
Broyles, Janet
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1377
Email: janet.broyles@lpl.com
Carswell, Kevin
360 Wealth Management, LLC
100 Independence Place Suite 207
Tyler, TX 75703
Office: 903-509-0360
Email: kevin.carswell@lpl.com
Dawkins, Scott
LPL Financial
721 NE 82nd Ave Suite A
Portland, OR 97220
Office: 971-255-1268
Email: scott.dawkins@lpl.com
Day, Brandon – Principal, CFP®
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: bday@lpl.com
Diamond, Steve, CFP®
360 Wealth Management, LLC
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 972-393-9769
Email: steve.diamond@lpl.com
Ferrell, Stephen, AIF®
Valtrum
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1371
Email: s.ferrell@valtrum.com
http://valtrum.com/
Kernan, Sean – Principal, CFP®
360 Wealth Management, LLC
550 Reserve Street, Suite #150
Southlake, TX 76092
Office: 469-893-0067
Email: sean.kernan@lpl.com
Lasley, Janice
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 254-644-5988
Email: janice.lasley@lpl.com
Mansour, Abe, CFP®
LPL Financial
555 Republic Drive Suite 314
Plano, TX 75074
Office: 972-578-9809
Email: abe.mansour@lpl.com
Martin, David, CFP®
Ridgemark Financial
17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-740-4932
Email: david@ridgemarkfinancial.com
McFarling, Bud
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas,TX 75248
Office: 972-421-1340
Email: bud.mcfarling@lpl.com
Meinz, Karen
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-488-3373
Email: karen.meinz@lpl.com
Mills, Linda
360 Wealth Management, LLC
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-224-2951
Email: linda.mills@lpl.com
Morrow, Brooks – Financial Advisor
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office : 972-421-1370
E-Mail : brooks.morrow@lpl.com
Norris, Gayle
Lightforce Financial
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-893-0067
Email: gayle.norris@lpl.com
Peterson, John
17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-471-1930
Email: john.peterson@lpl.com
Ruff, Brian
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 469-200-2830
Email: brian.ruff@lpl.com
Simmons, Brandon W., MBA
360 Wealth Management, LLC
16135 Preston Road Suite 121
Dallas, Texas 75248
Office: 972-386-4111
Email: brandon.w.simmons@lpl.com
Skalak, Laura K
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1368
Email: laura.skalak@lpl.com
Sparks, Drew
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1343
Email: drew.sparks@lpl.com
Stecik, Tom, CFP®, CLU
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 214-908-1983
Email: tom.stecik@lpl.com
Unsworth, John J.
360 Wealth Management, LLC
500 Canyon Lake Drive
Aledo, TX 76008
Office: 817-819-6240
Email: john.unsworth@lpl.com
Webb, Jim
360 Wealth Management, LLC
2770 Main Street
Suite 167
Frisco, TX 75034
Office: 972-987-6210
Email: jim.webb@lpl.com
Welsh, Matt – Financial Advisor
360 Wealth Management, LLC
Office : 972-421-1379
Fax: 972-421-1382
E-Mail : mathew.c.welsh@lpl.com
Adcox, Jo– Executive Assistant
360 Wealth Management, LLC
Office : 972-421-1374
E-Mail : jo.adcox@lpl.com , admin@360wm.net
Ambrose, Sara – Director of Client Services
360 Wealth Management, LLC
Office : 972-421-1358
E-Mail : sara.ambrose@lpl.com
Atkins, Chad – Principal
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com
Hap, Maggie – Office Administrator (Reception & Cashier)
360 Wealth Management
Office : 972-421-1360
E-Mail : maggie.hap@lpl.com
Day, Brandon – Principal
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: bday@lpl.com
Kernan, Sean – Principal
360 Wealth Management, LLC
550 Reserve Street
#150 Southlake TX 76092
Office: 469-893-0067
Email: sean.kernan@lpl.com
Larson, Kathy – Executive Assistant
360 Wealth Management, LLC
Office : 972-421-1344
E-Mail : Kathy.larson@lpl.com
McCandless, Teresa – Relationship Manager
360 Wealth Management,, LLC
Office : 972-790-0760
E-Mail : Teresa.mccandless@lpl.com
CONTACT 360 WEALTH MANAGEMENT
Address:
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248
Main Phone: 972-421-1360
Main Fax: 972-421-1390
NAVIGATION
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Management and Advisor Resource Council are separate entities from LPL Financial.
The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.
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