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MEMBER PROFILE

 

Bonnie Sewell

Dakota Wealth Management

 

Member profile details

Membership level
DC Metro Individual
First name
Bonnie
Second name/initial
Ashby
Last name
Sewell
Title
Managing Direcctor, Senior Wealth Advisor
Company
Dakota Wealth Management
 

CONTACT INFORMATION

City
Fairfax
State
Virginia
 

PROFILE INFORMATION

Call me when
We do exits, whether leaving a spouse, paid work or selling a business, we do the financial bridge to your new future.
Why I/we support XPX
I was in an exit planning group pre-COVID in Tysons and have missed the group gatherings.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Entrepreneurship
  • Equity
  • Exit/Transition Planning
  • Fiduciary
  • Financial Modelling
  • Investments
  • Retirement
  • Transaction advisory
Client Industry(ies)
  • Financial Services
  • Wholesale/Distribution
Professional Certification(s)
CEPA, AIF, CFP, CDFA
Transition Planning Certification or Methodology
CEPA
In Business Since
1990
How to contact
bsewell@dakotawm.com
Business Focus
In addition to the work I do on exits, I also speak/write for conferences & organizations.
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