Advisors at this firm
Cinthia S
Series 66
Dallas, TX
Delos Capital Advisors
Cinthia Saenz is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on guiding families and entrepreneurs through significant financial milestones, including employment transitions, retirement, and business growth or divestiture. Saenz and her team develop personalized wealth management strategies aimed at fostering growth and financial security, while emphasizing high-level client service to achieve client satisfaction. Her areas of client expertise include family wealth management, retirement income planning, portfolio management, tax minimization, and services tailored for endowments, foundations, non-profits, and small businesses. Fluent in both Spanish and English, Saenz holds a Bachelor's Degree from New Mexico State University and carries the Personal Investment Advisor (PIA) designation. As a naturalized immigrant and mother of two, she values being present and prepared during life’s changes, striving to provide clients with confidence and trustworthy guidance. Outside of her professional role, Saenz enjoys running, traveling, biking, dancing, hiking, music, pickleball, reading, spending time with family, and watching movies.
Etai G
Series 65
Dallas, TX
Delos Capital Advisors
Etai Groff is a financial advisor at Delos Capital Advisors in Dallas, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Waldron Private Wealth, Northwestern Mutual, and Mercedes Advisors LLC. Delos Capital Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic commentary and global asset-allocation recommendations to professional subscribers.
Cody L
Series 66
Dallas, TX
Delos Capital Advisors
Cody Lummus is a financial advisor at Delos Capital Advisors in Dallas, TX, with 17 years of industry experience. He holds a Series 66 designation and previously worked at Lear Investment Management and Wells Fargo Advisors. Lummus serves as co-trustee for a family trust and is an independent licensed insurance agent. Delos Capital Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic commentary and asset-allocation recommendations to professional subscribers, combining external research products with its advisory services.
Thomas K
Series 66
Dallas, TX
Delos Capital Advisors
Thomas Keeling is a financial advisor at Delos Capital Advisors in Dallas, TX, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Robert Baird & Co., Stryker Orthopaedics, and Appalachian Mineral Partners. Keeling is also an independent licensed insurance agent specializing in life, accident, health, and HMO lines. Delos Capital Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers an Institutional Research subscription delivering macroeconomic commentary and asset-allocation recommendations to professional subscribers, combining external research with advisory services and affiliations with other registered advisers and banking partners.
Andrew S
Series 65
Dallas, TX
Delos Capital Advisors
Andrew Smith is a financial advisor at Delos Capital Advisors in Dallas, TX, holding a Series 65 license with nine years of industry experience. His prior roles include positions at Lear Investment Management and BOK Financial Securities. Delos Capital Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic commentary and global asset-allocation recommendations to professional subscribers.
Armando V
Series 66
Dallas, TX
Delos Capital Advisors
Armando Vega is a financial advisor at Delos Capital Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Fisher Investments, and Bank of America. Outside of finance, he is a partner in Desert Oasis AC Services, LLC, a business specializing in air conditioning service, installation, and repair. Delos Capital Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic commentary and global asset-allocation recommendations to professional subscribers.