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Dustin B
Series 66
Beverly, OH
Maridea Wealth Management
Dustin Becker is a financial advisor at Maridea Wealth Management with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Outside of his advisory role, he is involved with Dietz, Futrell & Walters Insurance Inc., an insurance agency. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing investment advisory, financial planning, and retirement-plan fiduciary services. The firm employs a long-term investment approach centered on diversified, low-cost mutual funds and ETFs, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.
Rickie W
Series 63
Beverly, OH
Maridea Wealth Management
Rickie Walters is a financial advisor at Maridea Wealth Management with 37 years of industry experience. He holds a Series 63 designation and has prior experience with LPL Financial and Cetera Advisors. Walters is also involved in an insurance agency business selling property and casualty, life and health, and fixed annuities. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering retirement-plan fiduciary, cash management, and outsourced CFO services. The firm’s investment approach emphasizes long-term, diversified portfolios primarily composed of low-cost mutual funds and ETFs, with discretionary portfolio management and the option for clients to place investment restrictions.
Michael A
Series 66
Beverly, OH
Maridea Wealth Management
Michael Anthony is a Series 66-registered advisor with Maridea Wealth Management in Beverly, Ohio, and has 17 years of industry experience. His work history includes roles at LPL Financial LLC and Cetera Advisors LLC. Outside of advisory services, he is involved with an insurance agency, Dietz Futrell & Walters Insurance Inc. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified, low-cost mutual funds and ETFs, supplemented by individual securities and independent sub-advisers, managing portfolios on a discretionary basis with tailored planning.
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