Deloitte: Certified DWealth Advisor
The DWealth Program was created by Deloitte in an effort to provide its' Partners with additional resources to help them with their financial planning and investment needs. Due to the nature of their work, many Partners are restricted from investing in many companies. At Dominion Securities, we work with Deloitte's Global Independence Team directly to ensure their portfolios are always on-side and compliant.
Marilyn and her Team have extensive experience and knowledge of dealing with the special restrictions and requirements of Deloitte Partners, and have built several successful relationships with them. Marilyn has been DWealth Certified since 2016.
If you are a Deloitte Partner seeking investment advice and/or wealth management services, please contact us.
