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Andrew D
Series 65
Boca Raton, FL
Comprehensive Wealth Solutions, LLC
Andrew Dennis is a financial advisor at Comprehensive Wealth Solutions, LLC in Boca Raton, FL, with 13 years of industry experience. He holds the Series 65 designation and has been with Comprehensive Wealth Solutions since 2013. Comprehensive Wealth Solutions serves individual investors, retirement plans, trusts, estates, and business entities by providing financial planning, discretionary portfolio management, and third-party adviser selection. The firm emphasizes asset allocation and third-party portfolio managers, offering ongoing portfolio monitoring and implementation tailored to client objectives, and maintains an affiliation with accounting professionals to provide integrated investment and tax services.
Merrill D
Series 65
Boca Raton, FL
Comprehensive Wealth Solutions, LLC
Merrill Dennis is a financial advisor at Comprehensive Wealth Solutions, LLC with 20 years of industry experience. He holds the Series 65 designation and has been with the firm since 2006. Comprehensive Wealth Solutions serves individual investors, including high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm provides financial planning, discretionary portfolio management, and selects third-party advisers, emphasizing asset allocation and third-party manager oversight tailored to each client's objectives.
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