DST Wealth Management LLC

Christopher Moore is a financial advisor at DST Wealth Management LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Patrick Capital Markets and a period of self-employment before joining DST Wealth Management. DST Wealth Management serves individual and high-net-worth clients with portfolio management, third-party manager selection, and access to alternative private investments. The firm employs fundamental, cyclical, and technical analysis and offers both discretionary and non-discretionary management, with a focus on trusts, estates, and retirement accounts.

Michael Boden is a financial advisor at DST Wealth Management LLC with a Series 65 credential and four years of industry experience. He previously worked at Elite Worldwide for thirteen years before joining DST Wealth Management in 2021. DST Wealth Management serves individual and high-net-worth clients, including trusts, estates, and retirement accounts, offering portfolio management, third-party manager selection, and access to alternative private investments. The firm employs fundamental, cyclical, and technical analysis and utilizes both discretionary and non-discretionary management strategies.

John Balmer is a financial advisor with DST Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms including Kingswood Capital Partners, Benchmark Investments, and Centaurus Financial. Outside of his advisory role, he is involved in marketing Deferred Sales Trust services as part of an estate planning team. DST Wealth Management serves individual and high-net-worth clients with portfolio management, third-party manager selection, and access to alternative private investments. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary management, while also facilitating estate and tax planning arrangements.

Robert Binkele is a financial advisor at DST Wealth Management LLC with over 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Ashton Stewart & Co., Inc., HB Securities LLC, Centaurus Financial Inc., and DST Wealth Management. Outside of his advisory role, he is the owner and CEO of Estate Planning Team, which provides administrative and marketing services related to estate and tax planning programs, and he serves as president of Telibrick Hospitality Network. DST Wealth Management serves individual and high-net-worth clients, including trusts, estates, and retirement accounts, offering portfolio management, third-party manager selection, and access to alternative private investments. The firm employs fundamental, cyclical, and technical analysis with both discretionary and non-discretionary management, and its representatives are also licensed to sell insurance and other financial products.

Edward Woolery is a financial advisor with DST Wealth Management LLC in Indian Wells, CA, holding Series 63 and Series 65 licenses and bringing six years of experience with the firm. He has been involved in estate planning since 2013 and has operated independently since 1985. Outside of financial advising, he is a licensed real estate broker actively engaged in real estate brokerage activities. DST Wealth Management serves individual and high-net-worth clients, including trusts, estates, and retirement accounts, offering portfolio management, third-party manager selection, and access to alternative private investments. The firm also provides estate and tax planning services and employs a range of investment strategies, including both discretionary and non-discretionary management.