Dean Dorton Wealth Management, LLC

Adam Davey is a financial advisor with Dean Dorton Wealth Management, LLC in Lexington, KY. He holds a Series 65 designation and has two years of industry experience. Prior to joining Dean Dorton Wealth Management, he has been associated with Von Lehman & Co., Inc. since 1994. Outside of his advisory role, he serves as a director of VL Private Wealth, LLC, a financial planning firm, and is a partner and director at Dean Dorton Allen Ford, PLLC, a CPA and consulting firm. Dean Dorton Wealth Management provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm serves both non-high-net-worth and high-net-worth clients using long-term, asset-allocation strategies based on Modern Portfolio Theory and integrates advisory services with affiliated CPA and healthcare revenue-cycle businesses.

Diego Vallota is a financial advisor at Dean Dorton Wealth Management, LLC in Lexington, KY, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stratos Wealth Partners, Ltd and Avantax Advisory Services, among other roles. Dean Dorton Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and offers both advisor-managed and model portfolio solutions.

Diana Covell is a financial advisor at Dean Dorton Wealth Management, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Creative Financial Designs. Outside of her advisory role, she is a part-owner of a family cattle farm. Dean Dorton Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs long-term, asset-allocation strategies based on Modern Portfolio Theory and offers coordinated services alongside its affiliated accounting and healthcare revenue-cycle businesses.