Professional Approach & Experience
Dallas started his career in 2003 with Equitable Advisors (previously AXA Advisors) in Chattanooga and has consistently been ranked as one of Equitable's top producers in the United States. In 2007, Dallas and his family relocated to Franklin, Tennessee to better focus his effort on managing and growing his Nashville team.
Throughout his career, Dallas has concentrated primarily on retirement income planning for his clients. Dallas has built his business through helping his clients navigate the complex issues surrounding the three phases of retirement planning: Accumulation, Distribution and Transfer. Dallas makes it a priority to customize each retirement plan to meet each client’s specific needs and goals.
Academic & Professional Achievement
- B.S. Lipscomb University
- FINRA Series 7 & 66 registrations
- Life , health & variable contracts licenses
- Recipient of numerous Equitable awards for excellence
- AXA Hall of Fame
- The Order of Excalibur
- 7 time leading Equitable Experience Sales Force agent in Tennessee
- Senior partner of Equitable’s top production firm in Tennessee
Life Outside of Business
Dallas and his family reside in Franklin, Tennessee. They support several local charitable organizations and are active at The Church of The City. Their children Clay and Grace Elaine are students at Battle Ground Academy. Dallas is an avid outdoorsman and enjoys hunting, fishing, snow skiing and CrossFit.
Waypoint Financial Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.