BNY Mellon Wealth Management

Shei Unger
BNY Mellon Wealth Management
6150 Sherry Lane
Dallas, TX 75225
office: 214.239.6435
mobile: 214.566.6147
[email protected] 

Email: [email protected]


Shei is a Director for BNY Mellon Wealth Management in its Texas region.  He is responsible for new business development, working with families and their business enterprises to identify how BNY Mellon Wealth Management's investment, wealth management, and private banking capabilities can help them meet their overall financial goals.  He has a passion for helping business owners and their families prepare for their transition from entrepreneur to investor, and/or the ongoing considerations and family dynamics of being a serial entrepreneur.  “Working for the oldest Private Bank in the country, there isn’t a planning issue my team hasn’t solved for successfully, time and again.” 

Conditions of EO Membership Application and Renewal:
Every member who applies or renews their membership agrees to comply with the Policies and Procedures, Bylaws and Code of Conduct of Entrepreneurs' Organization. Current members must complete the online renewal form acknowledging review of the organization's Policies and Procedures, Bylaws and Code of Conduct.

Stay Connected

Fill out the contact information below to receive EO's newsletter.