Presley Dobitz

About Presley Dobitz

Growing up, I was the kid who always had something to say about EVERYTHING; so it came as…

Experience

1. Business Development Executive Private Client

   Ima Private Client

   Nov 2023 — Present · Dallas, TX, US

   As a Private Client Producer at IMA Private Client (Previously IMA Select), I specialize in guiding successful individuals and families through the complexities of personal risk management. My focus is on delivering tailored insurance solutions that provide comprehensive protection for high-value assets and evolving financial needs.Key Responsibilities:Advising Affluent Clients – Partnering with high-net-worth individuals and families to assess sophisticated risk exposures and develop customized insurance programs.Expanding Client Relationships – Cultivating strong connections through referrals, strategic partnerships, and a deep understanding of clients\' unique lifestyles and assets.Navigating Complex Portfolios – Structuring coverage for homes, valuables, collector cars, yachts, and other high-value assets by leveraging top-tier carriers and bespoke policy options.Proactive Risk Mitigation – Anticipating potential gaps in coverage and providing proactive guidance to ensure long-term financial security.By offering a consultative and relationship-driven approach, I empower successful families and individuals to protect their wealth and legacy with confidence.

Education

• North Dakota State University

  Bachelor of Science - BUSN, Marketing

  2019

• North Dakota State University

  Bachelors Degree , Marketing and Entrepreneurship