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Robert D
Series 63, Series 66
Indianapolis, IN
FNEX Wealth, LLC
Robert Dalzell is a financial advisor with FNEX Wealth, LLC in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Indie Asset Partners, LLC, and Wells Fargo Clearing. Mr. Dalzell serves on the Board of Directors for the George4 Foundation, a nonprofit organization. FNEX Wealth, LLC is an SEC-registered investment adviser offering discretionary portfolio management and wealth-transition services to high-net-worth individuals, families, family offices, business owners, and institutions. The firm employs a fundamental, value-oriented equity strategy focused on companies with durable competitive advantages trading below intrinsic value and manages accounts under client-specific guidelines on a discretionary basis.
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