Corient, a leading national wealth management firm, has added the Dallas-based advisory team Messick Peacock & Associates, which manages $1.54 billion in assets. This acquisition bolsters Corient’s presence in the Southwest and enhances support for business owners and entrepreneurs in the Dallas-Fort Worth area.
Since its founding in 2015 by Chris Messick and David Peacock, the firm has established a reputation for delivering tailored financial planning and strategic investment management to high-net-worth clients. Their commitment to personalized service has led to steady organic growth and strong relationships with clients, many of whom are successful business owners.
Advisor: The Asset & Wealth Management Investment Banking team of Raymond James served as financial advisor to Messick Peacock.
KEY QUOTES:
“We’re dedicated to helping our clients achieve financial success. Corient’s unique private partnership enables us to serve our clients differently and with the full strength of the entire firm behind us. We are excited to join this incredible team and leverage Corient’s expansive suite of services on behalf of our clients. Corient’s emphasis on collaboration and a client-first philosophy reflects our own values and culture.”
Chris Messick, Founding Partner
“As ultra-high and high-net-worth individuals, families and businesspeople, our clients have complex lives and financial situations. Aligning with Corient allows us to broaden and enhance our offering to this discerning group, including those with the most sophisticated and multi-faceted requirements.”
David Peacock, Founding Partner
“Chris, David and their team have built a powerful model that blends strategic financial planning with a deep understanding of the entrepreneurial mindset,” said Kurt MacAlpine, Partner and Chief Executive Officer of Corient. “They exemplify the client-first, collaborative approach that’s at the heart of our culture. We’re thrilled to welcome them into our private partnership and to expand our presence in one of the most vibrant business communities in the country.”