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Myles D
Series 63, Series 65
Tampa, FL
Wealth Enhancement Advisory Services, LLC
Myles Dudley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, LLC, and Pinnacle Private Wealth, LLC. He is based in Tampa, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research that targets factor premiums such as value and momentum.
Joseph S
Series 65
Tampa, FL
Wealth Enhancement Advisory Services, LLC
Joseph Samuelson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Integra Capital Advisors for three years and was employed at Spring Run Golf Club for eight years. Wealth Enhancement Advisory Services is an enterprise firm managing over $122 billion in assets and serving individuals, high-net-worth clients, corporations, and retirement plans. The firm focuses on diversified, risk-class based investment allocations blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.
Eric D
Series 66
Tampa, FL
Wealth Enhancement Advisory Services, LLC
Eric Duncan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at J.W. Cole Advisors, LPL Financial, Edward Jones, and Stifel Nicolaus & Co., among others. He is based in Tampa, FL. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active management and is supported by an internal Investment Committee overseeing portfolio construction and rebalancing.
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