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, R. Langdon, MBA
LPL Financial
Financial Advisor
419 S Barton Street
Arlington, VA 22204
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
Fasy, Chris
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1349
Email: Chris.fasy@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, R. Langdon, MBA
LPL Financial
Financial Advisor
419 S Barton Street
Arlington, VA 22204
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
Fasy, Chris
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1349
Email: Chris.fasy@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.
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