Global insight for complex wealth

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Co-workers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Dawson BW Level

    Michael Carlisle Dawson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • NJ
    • NY
    • TN
    • TX

    Mike has over 45 years of private wealth management and investment experience. He received both a BBA & MBA degree in Finance from The University of Texas - Austin. He has been professionally recognized as one of the Top 100 Financial Advisors in the country three times. He began his career as a Private Wealth Advisor at Goldman Sachs, where he spent 30 years. He has also been a Private Wealth Advisor at Merrill Lynch PBIG, and a Director at Deutsche Bank. He has worked at UBS for more than 10 years.

      • The University of Texas - Austin, BBA
      • The University of Texas - Austin, MBA in Finance
      • Private Wealth Advisor
      4400 Post Oak Parkway
      20th Floor
      Houston, TX 77027
    • Cordill BW

      Stephen Cordill, CPWA

      First Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CO
      • FL
      • HI
      • IL
      • IN
      • ME
      • NV
      • NY
      • TX

      Steve has more than 30 years of wealth management and investment experience. He is a graduate of the Indiana University School of Business, holds a Juris Doctor from the University of Notre Dame Law School, and a Masters of Law in Taxation from the DePaul University School of Law.  In terms of his professional credentials, he was a Certified Public Accountant at Touche Ross & Co., and presently holds the professional designation of Certified Investment Management Analyst. Prior to teaming with Mike Dawson at Merrill Lynch and Deutsche Bank, his investment career has included Alliance Capital, Managing Director at Oppenheimer & Co., and President of the Wealth Management at Sanders Morris Harris. 

        • Indiana University School of Business
        • University of Notre Dame Law School, Juris Doctor
        • DePaul University School of Law, Masters of Law in Taxation
        • Private Wealth Advisor
        • Certified Investment Management Analyst®
        4400 Post Oak Parkway
        20th Floor
        Houston, TX 77027
      • Kendyl BW

        Kendyl Nicole Howard

        Client Associate

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        • CA
        • CO
        • CT
        • DE
        • FL
        • HI
        • IA
        • IL
        • LA
        • MA
        • MS
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • TX
        • WY

        Kendyl Smith oversees client administration for the Dawson Cordill team. She has earned her Series 7, 66, and Insurance licenses. Kendyl has more than 5 years experience in the financial services industry. She received a B.S. in Commerce and Business from Rhodes College in Memphis, TN.

          • Rhodes College, Bachelor of Arts in Commerce and Business
            4400 Post Oak Parkway
            20th Floor
            Houston, TX 77027

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          $2.8 trillion

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          As of 06/30/2022

          51 countries

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