African American Owned
Rhys advises young surgeons and medical professionals across all aspects of their financial lifecycle including investment management, financial & estate planning, and taxes. Rhys has over 15 years in private banking focused on advising high-net-worth professionals, families, and entrepreneurs. Rhys’ experience with Dakota’s multifaceted in-house expertise allows Rhys to serve as a trusted advisor and fiduciary for his clients.
Before Dakota, Rhys held the role of Portfolio Manager at IBERIA Wealth Advisors (formerly Gibraltar Private Bank & Trust) where he managed client assets and served as a member of the firm’s investment & asset allocation committees.