Westlake Private Wealth Management



Westlake Village, CA 91362





Meet Dennis

Dennis Fox


Phone: 818-436-6802

Fax: 818-436-6804


Professional Details

  • 15 years investment and banking industry experience
  • BA, Political Science- University of California, Los Angeles
  • Affiliated with Wells Fargo Advisors Financial Network since 2012
  • Formerly Vice President with Merrill Lynch, Financial Advisor with Morgan Stanley
  • Series 7, 66 registrations, variable annuity & life insurance licensed

Dennis provides comprehensive investment planning, working with families and individuals to develop, create and analyze a financial strategy to help them achieve their goals.

Background and Experience
Dennis has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With experience enduring major shifts in the markets, Dennis has dedicated his career to delivering personalized investment planning services to his clients.

Dennis began his career as a Financial Advisor with Morgan Stanley, where he developed his fundamental investment knowledge. In 2004, he joined Banc of America Investments, which became Bank of America/Merrill Lynch in 2008. While at Banc of America Investments, Dennis decided to take a team approach in providing personalized financial advice for individuals and families. In 2012, he co-founded Westlake Private Wealth Management. Dennis focuses his practice on working with high net worth families and small business owners.

Dennis grew up in Westlake Village and graduated from Crespi Carmelite High School in 1997. He then went on to earn his bachelor’s degree in Political Science at the University of California, Los Angeles. While in college, he played football for the Bruins who won two PAC-10 championships during his tenure. Dennis is an alumnus of Sigma Nu fraternity.

Away From the Office
Dennis married his college sweetheart, Megan, and they have a daughter, Rebecca, and a son, William. Dennis is an avid cyclist and enjoys watching Lakers basketball, traveling and racing cars.

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[[Member Agent]] is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of [[agent states in which licensed]]. No insurance business may be conducted outside of these states referenced.

[[Member Agent]] is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of [[agent states in which licensed]]. As such, these services are strictly intended for individuals residing in the states referenced.

[[Member Agent]] is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of [[agent states in which licensed]]. No offers may be made or accepted from any resident outside the specific states referenced.

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