Offering an exceptional client experience doesn’t happen by chance. We’ve assembled, mentored and trained a group of dedicated and well-credentialed professionals focused on serving client needs.
FOUNDER / CEO
CHIEF FINANCIAL OFFICER
Advisors and Associates
SENIOR FINANCIAL ADVISOR
CLIENT SERVICE ASSOCIATE
Interested in joining our team? Contact Jodi Landucci email@example.com
DBR STOCK PORTFOLIO MANAGER
TAX AND ACCOUNTING SPECIALIST
DBR & CO Strategic Partners
DBR & CO has partnered with Charles Schwab to hold your investments. Charles Schwab has provided custodial services to more than 7,000 independent financial advisors for more than 30 years.
We want you to have the highest level of confidence in DBR & CO to manage your money. And securing it within Charles Schwab’s platform makes access to the latest technology easy whether it’s opening an account, moving money or accessing account information. As our custodian, Schwab also provides one of the industry’s most secure platforms designed to keep your personal and financial information safe.
Dynasty Financial Partners
As an independent RIA, DBR & CO could not have a better operating platform partner for our clients than Dynasty Financial Partners. In terms of innovation, technology and industry knowledge, they have set the pace in the new world of wealth management. With a focus on the end user-our clients, Dynasty continues to introduce efficiencies and capabilities that help us stay ahead of the curve in serving our clients.
Hedgeye Risk Management
A true pioneer in the investment research business, Hedgeye and its CEO Keith McCullough have proven to be a must-have resource for many of the top money managers in the country. DBR & CO was one of their first clients, and the relationship continues to grow stronger.
To learn more about the DBR & CO approach, contact DBR & CO CEO David Root