Johnny Borrelli is an Investment Adviser Representative based in Wylie, Texas, serving Wylie, Murphy, Sachse, Rockwall, Garland, and Rowlett — and meeting clients in person in Wylie, across the east side, and in Dallas. The practice is simple in concept: a lot of financial plans fall apart at the tax bill, so the planning starts there.
Start with a conversation: Call (214) 203-9192. There’s no charge for a first call — and you’re talking to someone on your side of town.
Wylie, Murphy, Sachse, and Rockwall grew up around Lake Lavon and the SH-78 / I-30 corridors — bedroom communities where a surprising number of residents became landlords almost by accident: a starter home kept as a rental, a duplex bought in the 2010s, a lot held for years. Those properties rode the same appreciation wave as the rest of DFW, and now carry the same embedded gains — with a decade-plus of depreciation recapture attached.
Texas keeps the math clean on one side: no state income tax, so every dollar of tax in play on a sale is federal. But Collin and Rockwall County property taxes are among the steepest effective rates in the country, often around 2% or more of assessed value. When the tax bill climbs with every reassessment while rents flatten, the rental starts feeling like a part-time job you pay to keep. For the full map of what comes after the sale, see the going-passive real estate guide.
Johnny is based in Wylie — this corridor isn’t a service area on a map, it’s home. He meets clients in person in Wylie and across the east side, and in Dallas.
On the north side of the metroplex — Frisco, Plano, McKinney, Allen — start with the Frisco page. For the full library of exit guides, browse real estate insights.
It starts with your numbers, run from his home base in Wylie. For an east-side landlord: your gain on the starter home you kept, the Sachse duplex, or the Rockwall County rental — plus remaining debt, depreciation recapture exposure, and your timeline against any deadlines. For a retiree: your accounts, your bracket, your Medicare situation, and the calendar. You leave knowing what you’re choosing between — even if the answer is “don’t sell” or “don’t convert.”
Call Johnny Borrelli, Investment Adviser Representative: +1 (214) 203-9192. Based in Wylie — your side of the metroplex, not a voice from across it.
Yes. Johnny Borrelli is based in Wylie, Texas — the same side of the metroplex as Murphy, Sachse, and Rockwall. He meets clients in person in Wylie and across the east side, and in Dallas, and serves the surrounding suburbs. There is no storefront; meetings are arranged at a convenient location.
Yes. East-side landlords are exactly who this page is for: people who bought rentals around Lake Lavon, in Sachse and Murphy, or in fast-growing Rockwall County, and now sit on large embedded gains. The planning covers 1031 exchanges, exit strategies, and the tax math before you list. Start with the Delaware Statutory Trust guide, the local breakdown on 1031 DST Dallas, or run your numbers through the capital gains tax calculator.
It depends on the capacity he’s acting in. As an Investment Adviser Representative of Crescent Advisor Group, an SEC-registered investment adviser, Johnny owes a fiduciary duty to advisory clients. As a Registered Representative of Crescent Securities Group, member FINRA/SIPC, his brokerage recommendations are subject to Regulation Best Interest. Disclosure: he may receive compensation — including selling commissions — if you invest in a securities product through him. Ask for his Form CRS (Customer Relationship Summary) for how he is compensated in each capacity and the associated conflicts of interest.
Your numbers. For a landlord: gain, debt, depreciation recapture exposure, and timeline against any deadlines. For a retiree: accounts, bracket, Medicare situation, and the calendar. You leave knowing what you're choosing between — even if the answer is “don't sell” or “don't convert.”
This page is for educational purposes only and does not constitute tax, legal, or investment advice. Tax laws are complex and subject to change; consult your tax adviser and attorney before making decisions. Johnny Borrelli is a Registered Representative of Crescent Securities Group, member FINRA/SIPC, and an Investment Adviser Representative of Crescent Advisor Group, an SEC-registered investment adviser. CRD #6788697.
Johnny works from Wylie, on your side of the metroplex. A first conversation covers your gain, your accounts, and your timeline — before any deadlines.
(214) 203-9192