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 AXA’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, his wife Sarah, and children 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.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.