Amegy Bank

Our Monticello Branch is conveniently located in Dallas near the Southern Methodist University (SMU) Campus. Our knowledgeable bankers are able to assist with checking accounts, savings accounts, financing, and more. Stop in today and experience the Amegy Bank difference.

Charles Schwab Corp, headquartered in Dallas, TX, offers a wide range of financial services including brokerage, trading, retirement accounts, and investment management. The firm emphasizes client support through various resources, from automated investing solutions to personalized financial planning assistance. With a commitment to transparency and security, Schwab aims to protect client assets while providing extensive educational resources on investment products like mutual funds, ETFs, and fixed income products. Their diverse offerings are designed to cater to individual and small business financial goals, ensuring that clients have access to the tools needed for effective wealth management. Generated from the website

Atlantic National Trust is a private financial firm established in 1995 and based in Portland, Maine, specializing in the intersection of finance and real estate. With a business model focusing on commercial asset-backed loans, real estate acquisition, and management, the company has successfully managed over $100 million in assets and acquired over $1 billion in loans over its 25-year history. The firm excels in developing innovative business strategies to enhance the value of real estate-backed transactions and is known for its success in repurposing underperforming properties across the United States. Atlantic National Trust combines entrepreneurial spirit with expertise to create advantageous partnerships and transactions within the real estate sector. Generated from the website