Peyton Wylie
- Role
- Co-founder of Dac Investment Partners at Janney Montgomery Scott LLC
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Peyton Wylie
Financial Advisor and Co-Founder of D.A.C. Investment Partners who works with high net…
Experience
Co-founder of Dac Investment Partners
Nov 2010 — Present
Having worked together for over two years, in November of 2010 Donald Cavalcanto and I formally joined forces to create D.A.C. Investment Partners of Janney Montgomery Scott, LLC. My partner, Donald Cavalcanto, has over thirty years of experience in the Financial Services industry and is a Senior Vice President of Investments at Janney Montgomery Scott. Don has earned his CFP® or Certification in Financial Planning from the highly acclaimed College for Financial Planning. He has also completed the prestigious Accredited Wealth Management Advisor program, offered through Janney University in conjunction with the Wharton School of the University of Pennsylvania, earning the Accredited Wealth Management Advisor or AWMA designation.
Education
University of Delaware - Lerner College of Business and Economics
B.S.
Skills
- Retirement Planning
- Portfolio Management
- Tax Planning
- Corporate Trustee Services
- Investment Strategies
- Risk Management
- College Education Planning
- Unit Investment Trusts
- Investment Management
- Corporate Bonds
- Philanthropic Gift Planning
- Mlp
- Insurance
- Wealth Management
- Asset Allocation
- Trust Services
- Financial Analysis
- Financial Planners
- Preferred Stock
- Financial Services
- Master Limited Partnerships
- Variable Annuities
- Corporates
- Municipal Bonds
- Investment Advisory
- Retirement
- Equities
- Estate Planning
- Options Strategies
- Financial Planning
- Investments
- Wealth Management Services
- Intergenerational Wealth Transfer
- Etfs
- Mutual Funds
- Finance
- Strategic Financial Planning
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