DENNIS FOX
Partner
Phone: 818-436-6802
Professional Details
- 20+ years investment industry experience
- BA, Political Science – University of California, Los Angeles
- Affiliated with Wells Fargo Advisors Financial Network since 2012
- Formerly Vice President with Merrill Lynch, Financial Advisor with Morgan Stanley
- Series 7, 66 registrations, variable annuity and life insurance licensed
Focus
Passionately dedicated to investment planning, Dennis specializes in collaborating with individuals and families to assess, design, and refine financial strategies that help pave the way towards their financial and life goals.
Experience and Background
Harnessing his experience, Dennis addresses financial concerns and tailors strategies to meet the unique needs of each individual. His tenure in the financial landscape, marked by its share of market fluctuations, has been committed to providing tailored investment planning services.
Dennis began his journey as a Financial Advisor at Morgan Stanley, where he built a strong foundation in investment principles. In 2004, he joined Banc of America Investments, which subsequently merged into Bank of America/Merrill Lynch in 2008. During his tenure at Banc of America Investments, Dennis made a deliberate shift towards a collaborative approach, providing personalized financial guidance to individuals and families. In 2012, he played a pivotal role in co-founding Westlake Private Wealth Management. His primary focus revolves around partnering with high-net worth families and small business owners.
Originating from Westlake Village, Dennis attended Crespi Carmelite High School then earned a bachelor’s degree in political science from the University of California, Los Angeles. During his college tenure, he was a member of the UCLA Bruins football team, achieving two PAC-10 championships. Dennis proudly holds membership in the Sigma Nu fraternity.
Beyond the Professional Realm
Dennis's personal life is enriched by his marriage to his college sweetheart, Megan, and parenting their daughter Rebecca, and son William. Cycling holds a special place in his heart, reflecting his passion for the sport. He also relishes watching Lakers basketball, exploring new destinations, and indulging in the thrill of car racing.
