Dennis W. began their career in 2011 as a Financial Advisor at Merrill Lynch. In 2012, they moved to Merrill Edge as a Financial Solutions Advisor, where they supported the Madison Pike and 5th and Columbia Bank of America's. In 2019, they joined Edward Jones as a Financial Advisor, where they focused on personal finance. In 2021, they founded and became a Financial Planner at My Financial Therapist. Most recently, in 2022, they became the VP Wealth Advisor at Farther Finance, a new kind of financial institution that caters to high-net-worth professionals.
Dennis W. obtained their Bachelor's degree in Finance from Western Washington University between 2005 and 2008. Dennis then obtained a Series 66 - Uniform Combined State Law Examination certification from FINRA in October 2011, as well as a Series 7 - General Securities Representative Examination certification from FINRA in September 2011.
Sign up to view 0 direct reports
Get started