DAC’s Jim Haley to Speak at the 9th Annual Private Wealth Southeast Forum
Jim Haley, Dividend Assets Capital’s Chief Executive Officer and Director Private Client Group, will be a speaker at the upcoming Private Wealth Southeast Forum, the region’s leading conference for RIAs, family offices, and private banks from throughout the region.
Taking place in Atlanta on April 25th, the Forum’s agenda will cover asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. Jim will be sharing his expertise on Best Practices in Wealth Management.
If you are a Family Office, Registered Investment Advisor, or private bank in the region, Click here to learn more about the Forum and to Register.
Dividend Assets Capital, LLC is an independent SEC-registered wealth management firm based in the Lowcountry, serving clients since 2003. Led by experienced portfolio managers and CFA charterholders, the DAC team specializes in dividend growth equity strategies, income generation, and personalized estate planning. They share research-backed insights to help high-net-worth individuals protect wealth, generate cash flow, and achieve financial independence.