Senior Vice President , Family Wealth Director
As a founding partner of The Rockefeller Center Group, Sallie Behnke is a Senior Vice President and Family Wealth Director at Morgan Stanley. Sallie moved from Merrill Lynch to the new firm in May 2009. She has been a Financial Advisor since 1999 and serves as a Relationship Manager designing and implementing wealth management strategies for clients including extensive financial modeling and asset allocation analyses.
She is a Certified Public Accountant (CPA) and earned her Certified Investment Management Analyst (CIMA) designation after attending the course of study at the Wharton School of Business. Sallie was recently named Dallas Business Journal 2015 40 Under 40. She is a board member of the HPA (Hyer Preschool Association) and Christ the King-St. Anne’s organization. She is a member of the Investment Management Consultants Association (IMCA), Texas Wall Street Women (TXWSW), and sits on the Finance Committee for The Dallas Women’s Foundation. Sallie has been named to D Magazine’s 2015 “Top Wealth Managers in Dallas” List as well as a 2014 Five Star Top Wealth Manager as featured in Texas Monthly Magazine and was recognized in 2015 as an Ambassador Club member as one of the top fundraisers for the Red Balloon Run & Ride, benefiting Children’s Hospital.
Prior to her career at Merrill Lynch, Sallie was a tax consultant at Ernst & Young in its Personal Financial Counseling Group, where she counseled clients on personal financial matters relating to investment asset allocation, executive compensation, and trust and estate planning.
Sallie graduated from Visitation Academy High School in St. Louis, Missouri. She received her BS in Accountancy from the University of Missouri-Columbia and her Masters degree in Accountancy from the University of Missouri School of Business. Sallie and her husband Jared currently reside in the Park Cities in Dallas. Sallie and Jared are active travelers and enjoy spending time with their sons, Will and Wynn.