November 02, 2022< Back To News
Advisor Revelations: How Advisors Can Improve Client Experience Through DPL Partnership
In this podcast episode, DPL’s Regional Vice President Jonathan Barth talks with Curtis Parry Jr., Founder and CEO of Unique Wealth. Also a wealth management advisor, Curtis offers world-class investment and wealth management expertise. He works exclusively with retired and upcoming retirees who need guidance and a trusted partner guiding them toward retirement. Curtis and his team at Unique Wealth offer their expertise in providing comprehensive financial planning and organizing clients’ financial affairs.