DeWitt And Dunn Financial Services, LLC

Russell Wilhite is a financial advisor at DeWitt And Dunn Financial Services, LLC with a Series 65 designation and one year of industry experience. He also serves as Vice President of Client Services for DeWitt & Dunn, LLC, an advertising services firm based in Addison, Texas. DeWitt And Dunn Financial Services, LLC is a boutique advisory firm managing approximately $22 million in discretionary assets for individuals, trusts, estates, corporations, and small businesses. The firm utilizes third-party sub-advisors and co-advisors to implement client portfolios, offering access to a range of investment strategies including equities, mutual funds, ETFs, structured notes, and REITs.

Lora Dixon is a financial advisor at DeWitt And Dunn Financial Services, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at DeWitt And Dunn since 2020, following four years at CoreCap Advisors, LLC. DeWitt And Dunn Financial Services, LLC is a boutique advisory firm serving individuals, trusts, estates, corporations, and small businesses. The firm manages approximately $22 million in discretionary assets and primarily implements client portfolios through third-party sub-advisors and co-advisors who provide model portfolios and discretionary trading authority.

Joshua Perkins is a financial advisor at DeWitt And Dunn Financial Services, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Blackridge Asset Management, American Retirement Institute, Retirement Wealth Advisors, and First Fidelity Tax & Insurance. Perkins is also an independent insurance agent and serves as a financial education instructor at the American Retirement Institute. DeWitt And Dunn Financial Services, LLC is a boutique advisory firm serving individuals, trusts, estates, corporations, and small businesses. The firm manages approximately $22 million in discretionary assets across a three-advisor team and primarily implements client portfolios through third-party sub-advisors and co-advisors who provide model portfolios and discretionary trading authority.