Jeffrey Goyette Jr. is a CFP® professional affiliated with Dakota Wealth, LLC, with 12 years of experience in the financial services industry. Prior to joining Dakota Wealth in 2023, he spent seven years with Raymond James Financial Services Advisors INC. and Raymond James Financial Services Inc.
Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers a range of wealth management and investment advisory services, focusing on customized, primarily long-term portfolios that include mutual funds, ETFs, individual equities, fixed income, and alternative investments, with most client assets managed on a discretionary basis.