DST Wealth Management LLC

Christopher Moore is a financial advisor with DST Wealth Management LLC, holding Series 63, Series 65, and Series 66 credentials and nearly three decades of industry experience. His prior roles include positions at Ashton Stewart & Co., Inc., Patrick Capital Markets, and self-employment spanning over a decade. Moore is also involved in a separate investment-related business, Cmooreus Inc. DST Wealth Management serves individual and high-net-worth clients, including trusts and retirement accounts, offering portfolio management and access to alternative private investments. The firm uses a client-specific investment approach grounded in fundamental, cyclical, and technical analysis, managing most assets on a non-discretionary basis.

Michael Boden is a financial advisor at DST Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Elite Worldwide for thirteen years. DST Wealth Management provides advisory services to individual and high-net-worth clients, including trusts and estates, offering portfolio management, third-party manager selection, and access to alternative private investments. The firm employs a personalized investment approach based on clients’ financial situations, risk tolerance, and objectives.

John Balmer is a financial advisor with DST Wealth Management LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including Kingswood Capital Partners, Benchmark Investments, Centaurus Financial, and Clearsight Wealth Management, where he also manages non-investment-related tax and accounting activities. He is involved in marketing deferred sales trust services as part of an estate planning team. DST Wealth Management provides advisory services to individual and high-net-worth clients, including trusts, estates, and retirement accounts. The firm offers portfolio management, third-party manager selection, and access to alternative private investments, utilizing individualized allocations based on client financial situations and investment objectives.

Robert Binkele is a financial advisor at DST Wealth Management LLC with over 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Ashton Stewart & Co., Inc., HB Securities LLC, Centaurus Financial Inc., and DST Wealth Management. Outside of his advisory role, he is the owner and CEO of Estate Planning Team, which provides administrative and marketing services related to estate and tax planning programs, and he serves as president of Telibrick Hospitality Network. DST Wealth Management serves individual and high-net-worth clients, including trusts, estates, and retirement accounts, offering portfolio management, third-party manager selection, and access to alternative private investments. The firm employs fundamental, cyclical, and technical analysis with both discretionary and non-discretionary management, and its representatives are also licensed to sell insurance and other financial products.

Edward Woolery is a financial advisor with DST Wealth Management LLC in Indian Wells, CA, holding Series 63 and Series 65 licenses and bringing six years of experience with the firm. He has been involved in estate planning since 2013 and has operated independently since 1985. Outside of financial advising, he is a licensed real estate broker actively engaged in real estate brokerage activities. DST Wealth Management serves individual and high-net-worth clients, including trusts, estates, and retirement accounts, offering portfolio management, third-party manager selection, and access to alternative private investments. The firm also provides estate and tax planning services and employs a range of investment strategies, including both discretionary and non-discretionary management.