Dennis Slott
CFP, Executive Vice President at Vestor Capital, LLC
- Role
- Executive Vice President at Vestor Capital, Llc
- Location
- Barrington Hills, IL, US
- LinkedIn followers
- 500 followers
About Dennis Slott
Dennis is the Executive Vice President of Vestor Capital. He has been with Vestor for 12 years and during this time has served as a trusted advisor to his clients. He serves on the Board of Managers and the Investment Committee. Dennis has nearly 30 years of experience in the financial services industry in financial planning, individual tax planning, and investment management. He manages Vestor’s Lake Forest office and also leads the business development team. Dennis is also a frequent speaker on retirement and investment planning in the Chicago area. Dennis holds a CERTIFIED FINANCIAL PLANNER designation and is a member of the Financial Planning Association.
Experience
Executive Vice President
May 2001 — Present · Chicago, IL, US
Wealth and Investment Management
Education
Brown University
Bachelor of Arts (BA)
1980 — 1984
Skills
- Fixed Income
- Retirement Planning
- Finra
- Investments
- Series 65
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Uniform Combined State Law
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Series 63
- Wealth Management
- Investment Management
- Securities
- Investment Advisory
- Hedge Funds
- Series 24
- Equities
- Series 7
- Bonds
- Etfs
- High Net Worth Individuals
- Wealth Management Services
- Wealth
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