Dimitrius comes to GWS with a very diverse background, he was born in Taipei, Taiwan and his native tongue is Mandarin Chinese. Ingrained with a global mindset and a deep devotion to family, his “international perception” allows him to see financial opportunities that many people often overlook. His early career included working in both commercial and residential real estate for five years where he specialized in residential evaluation and sales before transitioning full time to the Financial Services Industry.
After working at AXA, Merrill Lynch and Mass Mutual for four years, Dimitrius joined the Global Wealth Strategies team in 2017. His subject matter expertise includes annuities, financial management, alternative investments and insurance. More recently, he has become a resource for qualified retirement plans. Dimitrius is very passionate about helping his clients achieve their dreams on a personal and professional level. In addition, he is firmly committed to long-term client relationships and thorough financial planning to help his clients with their retirement, education, and estate planning goals.
Dimitrius is Series 7, 66, Life and Health licensed. He is also pursuing his ARP designation. Dimitrius resides in Scottsdale Arizona and when he is not practicing Taekwondo at the Black Belt level, he is spending time with his wife, Katherine, and daughter, Peyton.