Wealth Advisory Team
Myles Dudley
2012 Five Star Wealth Manager
About Us » Wealth Advisory Team » Myles Dudley
Myles Dudley
2012 Five Star Wealth Manager
Managing Partner
Myles Dudley, Co-Founder and Managing Partner at Pinnacle Private Wealth, began his financial services career at Fleet Bank prior to its acquisition by Bank of America. At Bank of America Investment Services, Myles worked in the Wealth Management Division as Vice President of Investments. Myles left Bank of America Investment Services to join Smith Barney, where he served as Vice President of Wealth Management. After many years of working in the larger financial institutions, Myles decided that he wanted to provide his clients with a more personalized and customized approach to managing their finances.
He believes that having the ability to implement a more intimate financial experience has allowed his clients to achieve the financial freedom that he prides himself on delivering.
With his prior experience at top financial institutions coupled with current relationships with top tiered attorneys and accountants, Myles has developed a niche in tax efficient investing and advanced alternative planning techniques.
Myles received his Bachelor of Science degree in Finance from Bentley University. Myles currently holds his series 6, 63, 7, 65 registrations and Life, Accident and Health Insurance Licenses through LPL Financial. Myles is honored to receive the designation of Five Star Wealth Manager by his clients and industry peers. Five Star award based on client responses to surveys regarding the advisor's customer service, integrity and expertise among other criteria.
Myles volunteers for several non-profit organizations and enjoys attending athletic events, golfing and spending time with his wife, Heather and their son, Blake.
email: mdudley@pinnacleprivatewealth.com
(781) 932-4855 x202