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Our Team

Level Up Your Wealth Strategy

The Diamond Capital Wealth team has a reputation for excellence and is dedicated to helping you safeguard your most valued asset – financial security. Managing your wealth involves navigating complex financial matters, and we’re fully at your service, offering clear guidance every step of the way.

Through holistic planning and diverse investment options, including alternative investments, we’ll help ensure your strategy is always in alignment with your vision.

Optimize Your Path to Financial Prosperity

When you work with us, you’ll experience personalized service that puts you at ease. We’ll be at your side through every important decision and unexpected challenge, making you feel comfortable and confident in your financial future.

With numerous convenient locations, we strive to optimize the planning process, so managing your financial world is both effortless and seamless.

Jared Elad

Jared Elad APMA®, CRPC®, AAMS®

Founder & Wealth Advisor

Jared began his career as a Financial Advisor for Merrill Lynch in 2008. He then moved to Wells Fargo in 2011 as a Financial Advisor and Vice President. In 2015, he transitioned to BB&T/Truist as a Financial Advisor and Vice President. He went independent in 2024 in order to better support his clients.

Jared is the Founder and Wealth Advisor at Diamond Capital Wealth, leveraging his nearly twenty years of investment experience. He serves a diverse client base, including small businesses, high-net worth individuals, families, and corporate executives. With the help of his strategic partners, he builds diversified portfolios, including traditional equities, bonds, ETF’s, UIT’s structured products, annuities, and alternative investments such as private equity, private credit, and private real estate.

Jared is driven by combining exceptional customer service and communication skills with advanced wealth planning techniques and strategies to help clients pursue their financial goals. He adopts a comprehensive approach to financial planning, focusing on building strong client relationships and leveraging advanced wealth operational strategies to meet the unique financial needs of his clients.

Jared specializes in helping high-net worth families manage their finances, providing customized solutions to their complex needs. He is skilled in investment management, estate planning, and various forms of lending. He uses a strategic approach to portfolio construction and management, and keeps clients continually updated with proactive communication.

After a modest upbringing in Tennessee and Oklahoma, Jared Elad earned his bachelor’s degree in marketing from Oklahoma State University. He has pursued decades of additional education and training beyond college, earning the following designations:

APMA – Accredited Portfolio Management Advisor℠

CRPC – Chartered Retirement Planning Counselor℠

AAMS - Accredited Asset Management Specialist℠

Jared and his wife, Stephanie, currently live in Frisco, TX, and have two daughters, Rachel and Marissa. In his free time, Jared enjoys golf, tennis, barbecuing, and traveling. He is very involved in the Frisco business and spiritual/religious community, and currently sits on the Board of Directors of the Village of Stonelakes HOA. Jared’s wife, Stephanie, is on the Frisco School Board of Trustees, overseeing the 10th largest school district in Texas.

The Elads

Plan Exceptionally

Make financial security your most prized possession with Diamond Capital Wealth.  

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