New Wealth Management Team Joins U.S. Capital Advisors’ Dallas Office
HOUSTON, TX (February 16, 2016)—U.S. Capital Advisors LLC (“USCA”) announced that John O. Dix, Jr. and Karee H. Sampson have joined the firm’s Dallas, Texas office from Wells Fargo Advisors. Together, they are known as the Dix Sampson Consulting Group. They come to USCA with over 76 years of combined experience and provide customized investment strategies and outstanding service to an extensive individual and institutional clientele.
“John and Karee have achieved distinguished careers in the financial industry by placing clients’ interests first and developing and maintaining long-term relationships,” said Patrick Mendenhall, a Managing Partner and CEO. “We are excited to add the Dix Sampson Consulting Group as we continue expanding our Dallas Office. Their integrity, experience and deep understanding of the financial markets position them well to continue the stewardship of their clients’ capital.”
John Dix added, “We look forward to making the transition to an independent boutique wealth management environment like the USCA franchise, with institutional level analytical and reporting tools and services capable of supporting the most sophisticated ultra-high net worth and family office clients.”
The team will report to Ford McTee, Senior Managing Director in charge of Dallas and Austin markets for USCA.
Mr. Dix began his career in 1972 with Shearson Hammill and joined Dean Witter in 1975. In addition to being a Financial Advisor, John held a number of senior management positions including Branch Manager, Regional Sales Manager, Regional Director and National Sales Director for the entire branch system in the US and Canada. After 30 years as a Senior Vice President with Dean Witter/Morgan Stanley, he joined Wells Fargo Advisors to run the Dallas Branch and continue to grow his clientele. John develops asset allocation strategies and directs equity investment strategies and money management programs.
Ms. Sampson began her career in 1983 with Dean Witter. After 22 years with Morgan Stanley/Dean Witter where she was a Vice President of Investments, she joined Wells Fargo Advisors in 2006. Karee develops asset allocation strategies, provides in-depth portfolio analysis and oversees fixed income portfolio construction. Her comprehensive discipline extends to the critical aspects of the wealth management process focusing on risk management, capital preservation, trusts, estate planning and wealth transfer.
John holds a Bachelor of Journalism from the University of Texas. Karee holds a Bachelor of Science in Economics from the University of Utah.
Joining Mr. Dix and Ms. Sampson are team members Robin Austin and Courtney Spear Watson, each with over 20 years of experience and giving the team over 116 years of collective experience.
Mr. Dix will assume the title of Senior Managing Director and Ms. Sampson the title of Managing Director. Ms. Austin is a Financial Advisor and will assume the title of Associate Director. Ms. Watson is a Senior Registered Associate and will assume the title of Associate Director. All team members will be located at USCA’s Crescent Court Dallas office.
About U.S. Capital Advisors LLC
Based in Houston, Texas with additional offices in Dallas and Austin, U.S. Capital Advisors ("USCA") is an integrated financial services boutique with primary business lines in Wealth Management, Capital Markets and Asset Management. USCA's Wealth Management division provides a full range of advisory services and solutions to high net worth individuals and family offices. USCA's Capital Markets division, which includes the firm's, Equity Research, Institutional Client, Investment & Merchant Banking, and Public Finance businesses, advises corporate, institutional and municipal clients. USCA’s Asset Management division includes the Energy Capital Group, which will oversee the private energy and infrastructure investment funds managed by the firm as well as the firm’s multi-manager business which currently manages two funds of funds and a registered closed end fund, which focus on alternative investments for individual and institutional investors. USCA was founded in 2010 and is privately owned. Securities offered through USCA Securities LLC, member FINRA/SIPC; Investment advisory services offered through USCA RIA LLC and USCA Asset Management LLC; Municipal advisory services offered through USCA Municipal Advisors LLC, member MSRB.
Patrick Mendenhall, Managing Partner