Dee works with a select group of affluent families, senior corporate executives, independent business owners and financial professionals across the country. Recognizing that his clients have worked hard to be successful, Dee focuses on optimizing long-term planning without sacrificing lifestyle objectives.
His mission is to coordinate, consolidate and simplify the financial lives of his clients to enable them to focus on achieving the goals that are most important to each of them and their respective families.
Dee’s approach to wealth management is modern and straightforward: he believes that each client is unique and has a distinct set of needs and priorities that may change over the course of a lifetime.
By placing what is most significant to each client at the center of every financial decision, Dee ensures that each of his clients’ unique goals form the foundation for their customized investment strategy.
In taking the time to understand when each of his clients’ goals is most significant to each of them, Dee is able to build long-lasting, collaborative relationships that keep each client’s most important priorities for today, tomorrow and the future at the forefront of the conversation.
Given the complex challenges presented by significant wealth, Dee understands that he must align his clients’ personal goals with their financial affairs if he is to serve each of his clients exceptionally well.
Prior to joining Merritt Point Wealth Advisors, Dee spent over 5 years with Merrill Lynch Wealth Management. Previous to that, he spent 15 years as a natural gas derivatives broker.
Graduating from Yale University in 1998, Dee earned a B.A. in Political Science and played Varsity Lacrosse. He currently coaches both youth and high school lacrosse in Darien, CT, and resides in South Norwalk, CT, with his wife, Alina.
Dee holds the Series 7 and 66 FINRA Registrations.