Dennis W.
Senior Financial Advisor | Knowledge speaks, Wisdom listens. Let’s grow, together.
- Role
- VP Wealth Advisor at Farther
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Dennis W.
As Vice President Wealth Advisor at Farther Finance since January 2022, I specialize in delivering tailored financial planning and wealth management solutions. My work focuses on leveraging cutting-edge technology and personalized strategies to empower high-net-worth clients in achieving their financial objectives. With over a decade of experience in financial services, my expertise includes financial planning and modeling, supported by Series 7 and 66 certifications. I am passionate about providing clients with a holistic approach to managing generational wealth and fostering trust through personalized advice and professional integrity.
Experience
VP Wealth Advisor
Jan 2022 — Present · Seattle, WA, US
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
Education
Western Washington University
Bachelors, Finance
2005 — 2008
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