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Donald F. Dempsey

Senior Vice President @Wealth Enhancement

South Burlington, VT, US
EMAILS
d•••••••@wealthenhancement.com
MOBILE NUMBERS
+18•••••••36

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WORK HISTORY

Sep 2025 — Present

Senior Vice President @Wealth Enhancement

South Burlington, VT, US

Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future.Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.

EDUCATION

1985 — 1989

University of Vermont

B.S., Consumer Studies

2000 — 2005

College for Financial Planning

CFP, Financial Planning

SKILLS

EtfsUmaWealthAsset ManagementFinancial ServicesPersonal FinanceInvestmentsWealth ManagementFixed IncomeRetirement PlanningHigh Net Worth IndividualsInsurancePortfolio ManagementOptionsSocial InvestingSecuritiesEstate PlanningIrasManagementEquitiesFinancial AdvisoryRetirementBondsStrategic Financial PlanningFinancial PlanningFinancial PlannersInvestment AdvisoryInvestment ManagementInvestment StrategiesSeparately Managed AccountsDividend StocksEsgAsset AllocationMutual Funds401kStocksLife InsuranceSmall Business

ABOUT DONALD F. DEMPSEY

As a Certified Financial Planner & Independent Fee Only Investment Advisor with twenty…

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