DENNIS FOX
Partner
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 CA Insurance License 0G53779 Resident State CA
Focus
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.
