Diego Vallota
Keeping our client\'s best interests at the center of everything we do!
- Role
- Managing Director and Sr Wealth Advisor at Dean Dorton Private Wealth
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Diego Vallota
A seasoned professional with experience and expertise across a broad range of financial issues. More than just providing investment, tax and business advisory, we act as an advocate for you and your family, creating long-term, personal relationships dedicated exclusively to helping you reach your financial goals and live your dreams.We will address every aspect of your financial life in a consultative and highly individualized way. We use a complete range of products, services and strategies to make recommendations that are completely tailored to each client. Off the shelf, just won\'t do.Specialties: Investment management, financial planning, business advisory, succession planning, tax advisory
Experience
Managing Director and Sr Wealth Advisor
Jun 2023 — Present
Education
Denison University
B.A
Skills
- Asset Allocation
- Banking
- Mutual Funds
- Retirement Planning
- Tax
- Financial Analysis
- Asset Management
- Series 7
- Finance
- Wealth Management
- Investment Advisory
- Retirement
- Strategic Financial Planning
- Portfolio Management
- 401k
- Investments
- Investment Strategies
- Investment Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.