Patricia CFP

Senior Client Advisor at Dakota Wealth Management - Palm Beach Gardens, FL, US

Patricia CFP's Colleagues at Dakota Wealth Management
Jessie Hughes

Director, Wealth Advisor

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Bonnie Sewell

Managing Director, Senior Wealth Advisor

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Andrea Gorniok

Director, Client Service Associate

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Timothy Melly

Director, Senior Portfolio Manager

Contact Timothy Melly

Autumn Azar

Relationship Associate

Contact Autumn Azar

Dalton Preston

Senior Trader

Contact Dalton Preston

Peter Raimondi

CEO & Founder

Contact Peter Raimondi

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Patricia CFP's Contact Details
Email (Verified)
***@dakotawm.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
561-774-8101
Location
Company
Dakota Wealth Management
Patricia CFP's Company Details
Dakota Wealth Management logo, Dakota Wealth Management contact details

Dakota Wealth Management

Palm Beach Gardens, FL, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients. Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com

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Frequently Asked Questions about Patricia CFP
Patricia CFP currently works for Dakota Wealth Management.
Patricia CFP's role at Dakota Wealth Management is Senior Client Advisor.
Patricia CFP's email address is ***@dakotawm.com. To view Patricia CFP's full email address, please signup to ConnectPlex.
Patricia CFP works in the Investment Management industry.
Patricia CFP's colleagues at Dakota Wealth Management are Jessie Hughes, Bonnie Sewell, Andrea Gorniok, Timothy Melly, Autumn Azar, Dalton Preston, Peter Raimondi and others.
Patricia CFP's phone number is 561-774-8101
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