Dallas-Crescent Court, Texas Office
EP Wealth Advisors
100 Crescent Court, Suite 1130
Dallas, Texas 75201
Phone: 214-720-7500
Fax: 214-720-7501
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Frank Sloan joined EP Wealth Advisors in 2024 with over 45 years of experience. In his career, he has developed invaluable skills in his unique investment methodology, and Post Modern Portfolio Management.
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Early in his career, Frank recognized investment strategies must transition to be more dynamic and tactical due to the global nature of the economy. With his years of knowledge and investment strategy, he strives to help clients meet their financial goals.
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Frank is a graduate of the University of Texas and the Securities Industry Institute at the Wharton School, University of Pennsylvania – he also holds his Series 65 certification.
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Outside of the office, Sloan enjoys traveling, playing golf, and spending time in the Texas Hill Country.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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