Verified recordInvestment Management

John H King

Director, Senior Wealth Advisor at Dakota Wealth Management

Based in Syracuse, United States

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Seniority

Director

Department

General Business & Management

Location

Syracuse

Industry

Investment Management

Company size

91

Contact information

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Email

1 credit

j•••••••@dakotawm.com

Phone

5 credits

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Background

About John H King

At Dakota Wealth Management, we are setting a new standard for the financial services industry with our thoughtfully designed investment portfolios and personalized wealth management services. As your Director, Senior Wealth Advisor, I would work with you and your family to understand your aspirations, goals and concerns. Together with my client advisory team, we would work closely with you to develop personalized solutions to protect, grow, and eventually, transition your wealth. As your goals evolve and change throughout the stages of your life, we are there to guide you along the way.“Dakota” means friend and ally. We believe that an open, inspiring work environment that embraces intellectual creativity and enriches both employees and clients alike. Dakota is growing through acquisitions. As new wealth management firms and advisors join us, we work to achieve smooth integration into our elegantly designed infrastructure and culture. Our commitment to operational excellence translates into multi-generational wealth and success for our clients and partners. Learn more at Dakota's Areas of Focus: Investments, Tax Strategies & Compliance, Wealth Transfer, Business Advisory, Estate and Financial Planning, Retirement, M & AIndustry Experience: Banking, Lending, Real Estate, Healthcare, Closely Held Businesses, Native American, Captive Insurance, Asset Protection, M&A advisory, Cross Border advising, Buy and Sell side

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