Broker Check
Dallas George

Dallas George

President and Managing Partner

Dallas George is the President and Managing Partner of Waypoint Financial Partners, LLC. He received the Wharton Certificate in Retirement Planning as a graduate of the Equitable Retirement Institute at the University of Pennsylvania’s Wharton School of Business. Dallas started his career in 2003 with his current broker-dealer, now Equitable Advisors in Chattanooga and has consistently been ranked as one of Equitable’s top producers in the United States. In 2007, Dallas and his family relocated to Franklin, Tennessee, to better focus his effort on managing and growing his Nashville-area team.

Throughout his career, Dallas has emphasized retirement income planning for his clients. Dallas has built his business through helping his clients navigate the complex issues surrounding the three phases of retirement planning: Accumulation, Distribution, and Transfer. Dallas makes it a priority to customize each retirement plan to meet each client’s unique needs and goals.

Dallas holds Series 7 and 66 FINRA Registrations, along with life, health, and variable products licenses.

AR Insurance License # 7373222

Academic & Professional Achievement

  • B.S. Lipscomb University
  • Equitable Advisors Hall of Fame
  • The Order of Excalibur
  • Equitable's Golden Eagle Award
  • Numerous Equitable Awards for Excellence

Dallas and his children reside in Franklin, Tennessee. They support several local charitable organizations and are active at Otter Creek Church of Christ. His children Clay and Grace Elaine are students at Battle Ground Academy. Dallas is an avid outdoorsman and enjoys hunting, fishing, snow skiing, and CrossFit.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.