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BNY Mellon Wealth Management names Ray LaDieu as Senior Wealth Director in Dallas, Texas

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BNY Mellon Wealth Management has named Ray LaDieu as a Senior Wealth Director in Dallas, Texas. LaDieu will be responsible for helping high net worth families and business owners through ‘holistic, multigenerational wealth management’, reporting directly to Regional President Todd Carlton.

“With over 20 years of experience working with successful, high net worth families and business owners, LaDieu’s knowledge and familiarity in a number of disciplines, including risk management, wealth transfer and asset management, will enable him to provide our clients with exceptional guidance to meet their unique needs and goals,” says Carlton. “I am confident that he will play a vital role in our strategic initiatives and we are excited for him to join the team.”
 
Prior to joining BNY Mellon Wealth Management, LaDieu was a Senior Private Banker at BBVA Compass for five years, where he earned the Pinnacle Club honor twice. The Pinnacle Club is the bank’s highest distinction for exceptional performers. In this role, LaDieu helped facilitate one of the largest estate transfers ever undertaken by BBVA Compass. Prior to this role, LaDieu was a Client Advisor at Capital One Bank for seven years. In this role, LaDieu delivered fee-based consulting services and complex generational wealth-transfer strategies for high net worth individuals, families, and business owners.
 
LaDieu holds a Bachelor of Science from the Georgia Institute of Technology. He holds a Certified Financial Planner (CFP) designation, Chartered Financial Consultant (ChFC) designation and Certified Wealth Strategist (CWS) designation.

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