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portrait of Gary Datta
FINANCIAL ADVISOR

Gary Datta

560 N Kimball Ave Suite 120, Southlake, TX 76092opens in a new window
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About Gary

How We Work Together with Experience:

I started my career as a chemical engineer in a small manufacturing company in New Jersey. My innovative ideas and US Patent helped me to grow the company. In the mid-'90s, I started my own company that allowed me to learn and practice my own finances. Then I worked for Merrill Lynch and Bank of America where I learned how to work with high net worth clients' portfolios. Finally, I joined Edward Jones in 2015 and continued with my longtime goal of making an impact on people's lives.

My Clients:

The majority of my clients are high...

Focus Areas

  • Business Retirement Plans
  • Divorce Finances
  • College Savings
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesFebruary 2015 to Current

Education

  • NJ Inst of TechnologyMasters

Personal Interests

  • Art & Theater
  • Cooking
  • Gardening
  • Traveling
  • Pets

Team Members

  • Vickie Franklin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(817) 421-3260

Fax

(855) 379-5747

Office Address

560 N Kimball Ave Suite 120
Southlake, TX 76092opens in a new window

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