Myles Dudley is the Co-Founder and Managing Partner of Pinnacle Private Wealth. Wealth Managers and clients have chosen to work with Myles because of his patience, vision, and leadership. What this means to those he serves, is that he shows a genuine interest in helping individuals understand, evaluate, and implement suitable financial solutions. He believes that having the ability to implement a more intimate financial experience has allowed his clients to pursue the financial freedom that he prides himself on delivering.
Prior to opening the Pinnacle doors in 2009, Myles worked in the Wealth Management Division of Bank of America 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 and partner, Daniel Cotton, decided to open their own independent private wealth management firm to provide their clients with a more personalized and customized approach to managing their finances.
With his prior experience at top financial institutions coupled with current relationships with top tiered attorneys and accountants, Myles Dudley has developed a niche in tax efficient investing and advanced alternative planning techniques.
Myles Dudley received his Bachelor of Science degree in Finance from Bentley University. Myles currently resides in North Reading with his wife and four children. In his free time, he enjoys athletic events, golfing, coaching youth hockey and spending time with his family.
Myles Dudley currently holds his series 6, 63, 7, 65 through Triad Advisors and Life, Accident and Health Insurance Licenses. Myles is honored to have been named a 2012, 2013, 2014 and 2015 Five Star Wealth Manager as seen in Boston Magazine. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014 and 2015 Five Star Wealth Managers.