Private Wealth Management in Dallas, TX

About our office

The Dallas team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with Business owners, Executives and Wealth creators; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Tarique Baloch

Private Wealth Advisor 972-374-2577

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Contact Tarique

Ron Bruder

Private Wealth Advisor 972-582-7362

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Contact Ron

Carey Farmer

Private Wealth Advisor 214-471-9010

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Contact Carey

Cliff Lewis

Private Wealth Advisor

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Contact Cliff

Our leadership

“The ultimate goal is to help clients find peace of mind. We listen to their dreams and goals and help them execute on all the details toward making it happen, providing guidance, advice and expertise along the way.”

Kelli Glynn, Market Leader, Kansas City/NW MO, Kansas and Texas

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Texas, we’ve provided over $1.5 million in U.S. Bank Foundation and corporate giving and 13,000 in volunteer hours. Our team is actively involved in providing support through Feed My Starving Children, Habitat for Humanity Dallas, United Way of Metropolitan Dallas, and others.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Business valuation: Key factors and how to assess a business’s value

If you’re thinking about selling your company, one of your first questions may be, “What is it worth?” These key factors can influence the perceived value of your business.

6 ways to manage concentration risk in your portfolio

Owning too much of any one stock can be detrimental to your investment portfolio’s performance. Here are six strategies that can help you reduce your exposure to concentration risk.

Investment and insurance products and services including annuities are:

Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Bank, U.S. Bancorp Investments, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.