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Anthony D
Series 63, Series 65
New Orleans, LA
Bavarian Wealth Management, Inc.
Anthony Dinatale is the sole advisor at Bavarian Wealth Management, Inc. in New Orleans, LA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has led Bavarian Wealth Management since 2004 and also serves as president and CEO of Bavarian Professional Tax Service since 2012. Bavarian Wealth Management provides personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $20.88 million in discretionary assets, offering portfolio management, financial planning, and securities advice with an investment approach that combines fundamental and technical analysis tailored to client needs.
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