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Dinu T
Series 66
New Orleans, LA
Synergist Private Wealth LLC
Dinu Tise is a financial advisor with Synergist Private Wealth LLC, holding a Series 66 designation and over 20 years of industry experience. His work history includes roles at J.P. Morgan Securities, Ameriprise Financial Services, Mutual Advisors, and Gibbs Wealth Management. Outside of advisory work, he is an independent insurance agent. Synergist Private Wealth LLC provides advisory services to individuals, high-net-worth clients, and trusts, primarily by recommending and monitoring third-party managers. The firm focuses on client support, financial planning, and coordinating with external asset managers rather than directly managing client assets.
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