Chad Manning - Senior Vice President, Branch Manager: Wells Fargo Advisors

Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

This information is intended for use by residents of AL, AR, AZ, CA, DE, FL, GA, IL, MA, MO, NV, TX, UT, and WA only.
/*********/
Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Inve

02/20/2024

Y'all Street? Cool cover and article in the Dallas Business Journal. Interesting to find out that the DFW Metroplex has become the second largest financial hub in the country, trailing only NY. Since 2019, DFW has added over 59,000 finance jobs. Call it the Walls Street of the South, or whatever you like, but DFW is having a moment!

01/24/2024

Two Cowboys, one Texan! Got to spend the evening at the FWSS and Rodeo with two other great managers in North Texas, John Lord manager of Dallas Crescent and David Taylor manager of Fort Worth. They may not be from here, but they have certainly set roots and bought in. Great leaders and a lot of fun to spend time with.

You can go to hell, I'm going to Texas! -Davy Crockett

12/19/2023

You can always come home! After several years away supporting our Divisional Leadership, our own Jen Meyer has rejoined our local branch at The Star in Frisco. I am pumped to have Jen work as part of my local leadership team and help support our Financial Advisors and staff!

Photos from Chad Manning - Senior Vice President, Branch Manager: Wells Fargo Advisors's post 11/30/2023

Picture Day at The Star! With our move (mostly) behind us, we thought we could use a little update to our profiles. Thanks, Madi and Micah for spending so much time with our staff and bringing out the best in everyone and showcasing our new space.

Now, be our guests and come check it out for yourselves. We look forward to seeing you!

New office in The Star sure to reinvigorate local Wells Fargo Advisors and clients 11/17/2023

And....we are official. Still smoothing down some rough edges, but good to finally all be together in our new "house". There goes the neighborhood (in the best way possible)!

New office in The Star sure to reinvigorate local Wells Fargo Advisors and clients starlocalmedia.com

11/10/2023

Great way to kick off Veteran's Day Weekend! Good job WF!

Critical Mention app.criticalmention.com

Manning to lead the new Wells Fargo Advisors office at The Star in Frisco 10/18/2023

Well, it turns out I have some news I'd like to share. Big things are happening. This is the first step in an exciting new journey. Stay tuned!

Manning to lead the new Wells Fargo Advisors office at The Star in Frisco starlocalmedia.com

Senior Lead Business Growth Strategy Consultant 09/14/2023

Want to help grow the industries best group financial professionals in North Texas. I am looking for a local partner to join our leadership team to help us make sure the best Financial Advisors are at the best place to work with their clients...Wells Fargo Advisors.

Senior Lead Business Growth Strategy Consultant www.wellsfargojobs.com

Photos from Chad Manning - Senior Vice President, Branch Manager: Wells Fargo Advisors's post 05/01/2023

We had so much fun hosting our clients and advisors at the Dallas Arboretum Thursday night. WFA is proud to be annual sponsors of the Dallas Arboretum and the Cool Thursdays Concert Series. The weather was incredible and Hard Nights Day, The Beatles Tribute Band played a great set. Always one of the best nights of the year!

04/28/2023

Join us in Dallas on May 31 for our National Multi-Channel Due Diligence Meeting and learn how Wells Fargo Advisors offers more choice, more growth, and more support to advance your career and your practice. Get a firsthand look at what it's like to run your practice with Wells Fargo Advisors. https://www.wellsfargoadvisors.com/joinwfadvisors/due-diligence.htm

Click to read 03/13/2023

This is an important time for High Net Worth families to understand how they manage cash. Wells Fargo has solutions for those looking at options for cash and cash alternatives while keeping your long-term goals in focus.

Click to read grapevinesix.s3.amazonaws.com

Photos from Chad Manning - Senior Vice President, Branch Manager: Wells Fargo Advisors's post 03/03/2023

What a fantastic week in Atlanta with WFA WIM Leadership and my peers in the field. I made so many new and meaningful connections and saw the future that we are bringing as a firm to our clients. Spoiler Alert... at Wells Fargo Wealth Management, the future starts now!

It was also a blast and such an honor to join Julie Caperton, Mike Carroll, Jessica Kelly and John Draper for our Banking Lending and Trust panel. Hope everyone enjoyed the message as much as I enjoyed helping to deliver it.

Finally, I was grateful to receive a little recognition from Barry Sommers, Sol Gindi and Heather Hunt-Ruddy. I appreciate the support you all give in helping our field leaders in support of our Advisors in service of their clients.

Click to read 02/17/2023

What's more exciting than a new home? A new home in the fasting growing community in the United States with the Dallas Cowboys as your neighbor!

We are excited to announce that our Plano and Frisco Wells Fargo Advisors offices will be consolidating in to their new home this summer at the The Star in Frisco!

https://dallasinnovates.com/wells-fargo-advisors-is-leasing-an-18k-sf-office-at-the-star-in-frisco/

Click to read grapevinesix.s3.amazonaws.com

02/14/2023

Please help me celebrate Pam Gothard, Managing Director and leader of Gothard Financial Consulting Group of Wells Fargo Advisors for being recognized again as one of 2023 Forbes Top Women Wealth Advisor Best-In-State! The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Thank you Pamela to you and your team for all you do for you clients and our community!

02/13/2023

Congratulations, Piedmont Wealth Management Group for being recognized as one of Forbes 2023 Best-In-State Wealth Management Teams!

Thanks Paul, John, Dan and team for all the incredible work you do for your clients and community!

02/10/2023

Please help me celebrate Pam Gothard, Managing Director and leader of Gothard Financial Consulting Group for being recognized again as one Forbes Top Women Wealth Advisor Best-In-State!

Thank you Pam to you and your team for all you do for you clients and our community!

02/09/2023

I'm excited to share that the Manners Merino Sobers Wealth Management Group of Wells Fargo Advisors has been recognized as one of Forbes 2023 Best in State Wealth Management Teams!

Thanks Michelle, Kyle, Victor and team for all you do for your clients and our community!

• The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

01/11/2023

Let's do something incredible together in 2023. I want to hear your story, and share ours!

Photos from Chad Manning - Senior Vice President, Branch Manager: Wells Fargo Advisors's post 12/30/2022

2022 Year in Review. Wow! What a year 2022 has been! So much has happened in 12 short months.

We celebrated new beginnings, and mourned loss. We achieved things so much greater than our goals and fell short of achieving other pursuits. Hope we all learned equal lessons from both of those experiences.

Whether spending time engaged with my office, getting out and involved with our partners in the community or strategizing with the best FAs in Dallas (both those that I already work with and those that I don't), 2022 has given me so much to be thankful for and to learn from.

I'm ready to begin applying those lessons. But I'll wait until next year.

Hope you all have a safe and Happy New Year!

12/25/2022

We hope your holidays will be filled with joy and laughter through the New Year. Merry Christmas!

Photos from Chad Manning - Senior Vice President, Branch Manager: Wells Fargo Advisors's post 12/19/2022

This year our WFA support staff at the Crescent chose to support Toys for Tots for our holiday campaign. It was their idea to bring in donated toys and their effort that delivered those toys. I'm certain their effort will help make the holiday's a bit brighter for some great kids! Thanks to everyone that participated.

12/13/2022

We are excited to tell the FAs in Dallas and the rest of our North Texas Market the best story in Wealth Management. Find out why your clients and practice can benefit from partnering with Wells Fargo Advisors.

12/13/2022

-

Photos from Chad Manning - Senior Vice President, Branch Manager: Wells Fargo Advisors's post 12/05/2022

What an incredible evening with an incredible organization at the 2022 Crystal Charity Ball. The Crystal Charity Ball has donated over $149 million since beginning in 1953. Thanks so much to Wells Fargo for participating in raising money for so many great causes and for asking me to be part of an amazing evening!

11/29/2022

And sometimes....We celebrate! It's important to recognize the big wins and all the hardwork our co-workers and employees put in to deliver for their clients...and to bring in new ones.

11/24/2022

Sending good wishes to you this Thanksgiving! Good food that fills your table, good health as you work hard, and good times with family and friends. Happy Thanksgiving!

Photos from Chad Manning - Senior Vice President, Branch Manager: Wells Fargo Advisors's post 11/17/2022

Thanks to all of our team members that participated in our Crescent Thanksgiving Potluck. Hated that I had to miss it, but I am thankful for all of you!

11/08/2022

Congratulations to all involved. This type of move is supported by so many people. I'm certain the Advisors and team worked unimaginably hard to do their due diligence and select the best home for their clients and their practice. Kudos to the incredible work done by the Branch, Market, Division and Senior WIM leadership. The bar has been raised.

I would ask the best of the financial advisor community in Dallas, are you willing to accept the challenge?

engage.wf.com www.advisorhub.com

November State of the Markets Monthly Roundtable 11/07/2022

Clients are welcome to join a Wells Fargo Investment Institute call Wednesday, November 9th at 4:15pm ET. Join us for a roundtable discussion with senior strategists on the second Wednesday of each month. Calls will cover the critical events moving markets and provide timely guidance for navigating recession and recovery.

November State of the Markets Monthly Roundtable www.wellsfargo.com

Want your business to be the top-listed Finance Company in Dallas?
Click here to claim your Sponsored Listing.

Videos (show all)

Join us in Dallas on May 31 for our National Multi-Channel Due Diligence Meeting and learn how Wells Fargo Advisors offe...
Let's do something incredible together in 2023.  I want to hear your story, and share ours!
We are excited to tell the FAs in Dallas and the rest of our North Texas Market the best story in Wealth Management.  Fi...
-
Advisors who join us can have stronger relationships with their clients.  Learn how you can choose MORE for your practic...
Advisors who join us leverage our Advice and Planning Center of Excellence to strengthen their client relationships. Lea...

Telephone

Address


100 Crescent Court Suite 1400
Dallas, TX
75220

Other Financial Services in Dallas (show all)
Chase Awalt - Martin Financial Group Chase Awalt - Martin Financial Group
3030 Lyndon B Johnson Freeway, Suite 1450
Dallas, 75234

Financial Planning/Financial Services

Dexter & Company, Inc. Dexter & Company, Inc.
3601 Cedar Springs Road
Dallas, 75219

Dexter & Company has been protecting the assets of families and businesses since 1876. We provide in

BENCHMARK BANK BENCHMARK BANK
7019 Hillcrest Avenue
Dallas, 75205

Founded in 1964, Benchmark is a true community bank offering a full range of personal and business s

Your Home Place Realty Your Home Place Realty
15950 Dallas Pkwy
Dallas, 75248

Broker/Owner Your Home Place Realty (ABR, CRS, CSP, C-CREC) Cell 214-801-7272 www.yourhomeplace.com email: [email protected]

Longhorn Investments Longhorn Investments
17103 Preston Road, Ste 250
Dallas, 75248

We are a real estate direct private lender offering short term acquisition and renovation capital.

Advancial Federal Credit Union Advancial Federal Credit Union
10000 N. Central Expressway , Ste. 1400
Dallas, 75231

Advancial is an established and proactive full-service financial institution.

Probity Advisors, Inc. Probity Advisors, Inc.
Dallas

You make financial decisions every day. Our advisors can help you make the right ones.

Generational Equity Generational Equity
Dallas

Generational Equity has closed more deals in the middle market than any M&A firm, business brokers or other organization in the past decade.

PHP Agency PHP Agency
Dallas

The ONLY OFFICIAL account of PHP Agency. Fastest growing financial services marketing organization in the US.

SycamoreMoney SycamoreMoney
Dallas, 75244

Edward Jones - Financial Advisor: Olivia Price Edward Jones - Financial Advisor: Olivia Price
2711 Lyndon B Johnson Frwy, Ste 122
Dallas, 75234

I offer genuine, tailored financial solutions that help achieve your life goals.

Taylor Cannon, FSCP, Registered Representative with Nylife Securities LLC Taylor Cannon, FSCP, Registered Representative with Nylife Securities LLC
12201 Merit Drive, Suite 1000
Dallas, 75251

Registered Representative offering securities products and services through NYLIFE Securities LLC.