"When you work with one of us, you get the best of all of us"

At The Park Cities Group, we provide tailored financial guidance when you need it most: during life’s major transitions. Our practice is built on the development of deep and enduring relationships and the delivery of customized solutions to successful individuals and families whose primary goals include:

Planning for Retirement
We have significant experience in reviewing retirement assets, recommending long-term investment portfolios, and developing income strategies that are designed specifically to support your current lifestyle in retirement.

Helping Optimize a Substantial Payout
A large 401(k) or pension distribution, an inheritance, business sale, employee stock options . . . if the receipt of significant assets is on the horizon, we can help address specific questions for you and your family to optimize results now and in the future.

Leaving a Lasting Legacy
We work jointly with your tax and legal advisors and use our firm’s extensive resources to help implement and help maintain a tax-efficient estate plan. When the time comes to move your assets, we can help coordinate a smooth transition to the next generation and help ensure your legacy stays intact.
Services Include
  • Professional Portfolio Management1
  • Business Succession Planning2
  • Executive Financial Services3
  • Estate Planning Strategies4
  • Divorce Financial Analysis5
  • Financial Planning6
  • 401(k) Rollovers
  • Life Insurance7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
When we began our careers in wealth management, we gave a lot of thought to the types of clients we wanted to help. We asked ourselves what were our strengths and perspectives, and who would be best served by our skills and beliefs.

Over the years, we have developed a strong and active practice that includes a broad range of clients who need professional guidance with the following activities:

- Approaching a life-changing event with confidence, such as a divorce or the loss of a spouse
- Planning for a successful retirement
- Financing a major acquisition, including the purchase of a new property or expansion of a business
- Integrating retirement assets and company benefits into an overall investment strategy
- Minimizing taxes through advanced asset management solutions
- Diversifying highly concentrated positions in a tax-efficient manner
- Achieving long-term charitable and philanthropic goals
- Working with their family’s next generation
- Coordinating with other advisors, including accountants and estate attorneys

Our clients include:

- Retirees and those planning for retirement
- Multi-generational private wealth families
- Women seeking guidance for themselves and their family
- Business owners and self-made entrepreneurs
- Corporate executives and professionals
- Professional athletes

While each client has a unique personal and professional situation, collectively they all have one thing in common: they are focused on achieving very specific financial goals, so they may secure their family’s financial future and pursue their personal achievements.
    The hallmark of our financial planning process is a commitment to building customized solutions from the ground up. Our six-step process takes a holistic view of your wealth. We recommend solutions that are not only designed to reach financial targets, but are also reflective of who you are and where you want to go.

    Step 1: Introductions
    Our relationship begins with an informal conversation to understand your financial concerns and determine how we can add value to your situation. This is your opportunity to interview us as we get to know you.

    Step 2: Data Gathering
    We continue the dialogue by fostering an in-depth conversation where we’ll listen carefully to what is important to you. We’ll learn about the values that shape your decisions and identify any unique circumstances.

    Step 3: Pre-Planning
    Here, we review the information collected to ensure the data is accurate before we begin to prepare your financial plan. We also discuss important investment concepts and provide details on our investment philosophy.

    Step 4: Plan Presentation
    Utilizing proprietary planning tools, we’ll develop a personalized financial plan. We present our recommendations along with a Plan of Action that serves as a guide to implementing your plan.

    Step 5: Implementation
    As we execute your plan, we’ll set up tools to provide convenient access to your accounts and ongoing updates and follow up on key items to ensure your Plan of Action is implemented as expected.

    Step 6: Monitoring
    We apply a strict due diligence process to evaluate investment performance, and set up regular calls to discuss progress towards your goals.

      Core Values

      At The Park Cities Group, we believe the best relationships are built on trust, understanding and shared values. We are committed to the following core values that serve as the foundation of our practice:

      A Clear Path to Your Goals
      Our clients have dedicated their lives to building their businesses and careers. They have worked hard to create wealth for themselves and their families. We put that wealth to work, using your goals as our blueprint. 

      Access to Top Professionals
      Because we believe you are entitled to the best advice possible, we often collaborate with specialists within Morgan Stanley’s network, as well as other professionals within the industry who are considered experts in their field. We also work closely with your accountant, attorney and other advisors to gain the precise knowledge needed to effectively manage all aspects of your wealth.

      A Commitment to Education
      Financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term results. We provide ongoing and proactive education, resulting in enhanced knowledge about investing effectively in today’s complex global markets.

      Highly Personalized Service
      Successful wealth management begins with personalized service and attention. We enjoy working with families who seek the kind of long-term, fully engaged relationship we value. We believe that the bond we form with our clients is fundamental to our mission and it is our hope that it spans generations.

      A Clear Understanding We Work for You
      We value our relationship with Morgan Stanley as one of the  top purveyors of global financial services for 80 years, yet we value our relationship with you even more. We are committed to developing a relationship that provides special value to you and your family.  When you succeed, we all succeed.
        We are committed to providing you with important information about managing your wealth more effectively in today’s global markets. To that end, we have assembled the following articles, white papers, and financial tools about many of the concepts that support our wealth management philosophy and investment strategies.

        Location

        8383 Preston Ctr Plz Dr
        Ste 400
        Dallas, TX 75225
        US
        Direct:
        (214) 696-7105(214) 696-7105
        Toll-Free:
        (800) 933-3936(800) 933-3936

        Meet The Park Cities Group

        Photo of Donna Petrucello

        Donna Petrucello

        Senior Registered Client Services Associate

        About Me

        With over 30 years of experienced in the financial services industry -- including 18 years as a senior trader on the options trading desk at Prudential Financial in New York City – Donna Petrucello transitioned to client service in 2006, working for UBS and Smith Barney in New York. In 2008, she relocated to Dallas to join Brett and Jason as a Registered Client Associate, and has been a vital member of the team ever since.

        Donna possesses broad experience in financial services and provides personal and responsive client service to the clients of The Park Cities Group. Donna maintains her FINRA Series 4, 7, 31, 55, 63 and 66 licenses, as well as her state registered general lines insurance license.

        Born and raised in Brooklyn, New York, Donna earned her B.S. degree in marketing from Fairleigh Dickenson University in New Jersey. Her outside interests include gardening, home improvement projects, wine tasting, healthy gourmet cooking and walking in her Lakewood home neighborhood.

                                                                                                                                                                                                                  CRC# 1917236
         

        About Me

        Jordan comes to The Park Cities Group by way of Texas Tech where she went to graduate school.  She earned the prestigious Masters in Financial Planning while attending what is known across the country as one of the best Financial Planning graduate programs in the US.  She currently lives in Frisco with her husband Javier, who is a skilled accountant locally.

        About Me

        Debbie has worked with The Park Cities Group for over 3 years in various roles and currently helps facilitate the teams client service needs.

        About Me

        Randall started with The Park Cities Group while attending UT Dallas, and has worked with the team for over 5 years in multiple capacities.  His current role involves setting up and developing wealth plans for the team.
        Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, VA, WA; Investment Advisor Representative; General Sercurities Representative

        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

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        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
        Five Smart Strategies to Use a Bonus or Raise

        Five Smart Strategies to Use a Bonus or Raise

        Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        Financial Transition: A Guide for Women

        Financial Transition: A Guide for Women

        Here's how to take control of your finances if a death or divorce leaves you holding the reins.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
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        Ready to start a conversation? Contact The Park Cities Group today.
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        1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

        2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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