PROFESSIONAL PROFILE

Price, Dilworth and Associates makes it our goal to add value through a strong client-advisor relationship and by providing each client with access to the best financial resources available in the marketplace. Our team focuses on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives. From implementing tax-efficient strategies for concentrated stock positions to retirement and educational planning, we work with our clients to develop a plan to grow and preserve their wealth. We initiate our planning-based discussion around your financial needs, your short and long-term objectives, your time horizons and your risk tolerance. By customizing a wealth management plan for you, we are looking to maximize your potential for achieving your financial goals. We offer to partner with your tax and legal advisors to develop tax-efficient strategies that will optimize your comprehensive financial situation.

Once your wealth management plan has been implemented, we will periodically review your plan’s progress with you to make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place we will be less affected by extraneous event driven decisions. We embrace the concept of Total Merrill in our ability to deliver an unmatched breadth of both proprietary and non-proprietary products and services to our clients. We have access to a wide range of Merrill Lynch specialists whose experience can be drawn upon to customize a solution that meets your unique financial objectives.

Jeffery D. Price, CFM, CSNA, joined Merrill Lynch in 1995. As a Wealth Management Advisor, Jeffery helps clients develop strategies to manage their personal and business finances. A graduate of Baylor University, he holds a BBA in Management and Personal Financial Planning and has over 20 years experience in the financial services industry. In 2009, Barron’s Magazine named Jeffery to their Winner’s Circle designating him as one of their Top 1000 Advisors in the country. Additionally, Jeffery was named by Texas Monthly Magazine as a 2009 Five Star: Best in Client Satisfaction Wealth Management Advisor. Jeffery has also received the esteemed Certified Financial Manager (CFM) Designation from The Donald T. Regan School of Advance Financial Management at Princeton. Jeffery is very active in his community. He just finished serving 6 years on Town Council and one term as Mayor for the Town of Hickory Creek. He also served on the Southern Denton County Neighbor to Neighbor Board as a founding member and former Chairman. He is an active member of Valley Creek Church and serves on the Board of Directors for Christian Community Action.

Robert H. Dilworth, CFM, CDFA®, CRPC®, is a Certified Financial Manager, Certified Divorce Financial Analyst, and Chartered Retirement Planning Counselor, who joined Merrill Lynch in 2004 in the Las Colinas office. Bob has an MBA, plus graduate certificates in Finance and Marketing, from Southern Methodist University. Bob helps clients plan and invest for their futures, and he educates and advises them on establishing appropriate risk parameters. For over ten years prior to joining Merrill Lynch, Bob led the merger and acquisition departments of two former employers, where he worked with business owners and executives in maximizing the value of their businesses. He also served a public company as its vice president of investor relations. Immediately prior to joining Merrill Lynch, Bob was president of a nationally recognized real estate information company.Bob lives in Irving with his wife, Mary, and serves as a Foundation board member of the Rotary Club of Dallas. He serves as secretary of SMU's Town and Gown Club, is a member of the Dallas Safari Club, and is a memeber of the CEO Netweavers organization, which is a servant leader group providing assistance to executives in transition. Bob and Mary have a son, Greg.

Laura C. Greaser, CFP®, CRPC®, is a Certified Financial Planner and Chartered Retirement Planning Counselor. She has over 8 years of investment experience, and joined Merrill Lynch in 2007 after working in the financial services industry for several years. Laura specializes in helping families and businesses reach their long-term investment goals by creating customized strategies that preserve and build wealth, while managing risk and volatility. She does this by creating sophisticated portfolios using Merrill’s open architecture platform, which consists of the world’s most reputable investment managers, ETF’s, hedge funds, and mutual funds. Laura graduated Summa Cum Laude from Baylor University with a Bachelor’s degree in Finance and Psychology. She serves on the board for the Young Professionals Organization of Irving-Las Colinas. She is also very active in several animal rescue organizations across North Texas. Laura lives in Dallas with her husband, Mike, and their daughter, Madeline.

Craig Oglesby, CSNA, has been in the financial services industry since 1996 and joined Merrill Lynch in 2010. Craig holds a BBA in Finance and Financial Planning from Southern Arkansas University. His practice focuses on developing and implementing wealth preservation and growth strategies that assist select individuals, families, businesses and business owners in meeting their financial goals. Through integrity, client education, and adherence to a disciplined investment process, Craig is committed to providing a professional, client-centric environment that enables him to be an essential lifetime resource and financial partner. As an assistant coach for his son’s youth baseball teams and the Liberty Christian School varsity baseball team, Craig enjoys the unique opportunities that the sport allows for teaching valuable life lessons. In addition, he is a certified NAUI Divemaster, a member of La Cima Club, and serves on the boards of the Hickory Creek Economic Development Corporation and ENVISO.

Brooks Bowman, CRPC®, CSNA, graduated from the University of Oklahoma with a BBA in Entrepreneurship and Venture Management. Brooks is a Chartered Retirement Planning CounselorSM and a Certified Special Needs Advisor. He holds his Series 7, Series 66, Group 1, CRPC® and CSNA designations. Brooks joined Merrill Lynch in 2008. He is involved in Young Business Professional Networking Group, Team Bank of America, Argyle Chamber of Commerce, the University of Oklahoma Alumni Association, and serves on the board of the Irving-Las Colinas Economic Development Committee and Chairman of Finance for the Young Professionals of Irving-Las Colinas.