Dante Milanesi

Dante has been with MDT Financial Advisors since 2018. He began his career as an intern with MDT and has worked his way up to becoming a Financial Advisor. Dante is a graduate of the University of Houston with a degree in Finance. He has completed a specialty track in Personal Financial Planning.

Dante believes each person deserves a highly customized wealth management plan focused first and foremost on their long-term goals. Using a holistic approach to capture relevant personal details, Dante develops Wealth Management strategies focused on optimizing company benefits, tactical asset allocation, trust and estate strategies, and individual cash flow due diligence, with the goal of developing financial roadmaps that enable clients to attain their desired retirement lifestyles. He focuses on working with corporate professionals and retirees.

Outside of work Dante enjoys spending time with family and friends. Traveling, working out, and sports are all meaningful parts of his life. He spends a lot of time with his dog named Gigi. Going for walks and ongoing training is part of his daily routine. Dante is always looking for new ways to become a more active member in the local community.

Professional Registrations and Licenses:

• Series 66 Registration - Uniform Combined State Law Examination