Verified recordInvestment Management

Dolores Wheless

Director of Family Office Services at Swan Global Investments

Based in Dallas, United States

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Seniority

Other

Department

Other

Location

Dallas

Industry

Investment Management

Company size

37

Contact information

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Email

1 credit

d•••••••@swanglobalinvestments.com

Phone

5 credits

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Background

About Dolores Wheless

I have a recognized expertise in goal-based wealth planning for ultra-high net worth…

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