Wholesaling

Our wholesalers are intimately involved with our advisors’ long-term business goals. We listen to and respect each advisors individual needs, then offer insights for growing their business through case design, reviewing existing books and uncovering opportunities often missed by advisors who don’t have a partner, like DMI, who is invested in their long-term success. DMI provides lasting solutions for advisors and ultimately their clients. Our advisors recognize our experience delivers measurable results.

 




Contact Us
Amy Tedesco Annuity Wholesaler .(JavaScript must be enabled to view this email address) 781-919-2355
Mary Gilson Annuity Wholesaler .(JavaScript must be enabled to view this email address) 781-919-2325
Phil Ferrara Annuity Wholesaler .(JavaScript must be enabled to view this email address) 781-919-2345 office
Oakley Jones Wholesaler .(JavaScript must be enabled to view this email address) 800-322-6342 office
508-989-1369 cell
Keith Schettino Director of Life Brokerage .(JavaScript must be enabled to view this email address) 781-919-2357
Ann Roman Life Wholesaler .(JavaScript must be enabled to view this email address) 781-919-2359
Dave Fletcher Life Wholesaler .(JavaScript must be enabled to view this email address) 781-919-2353
Trevor Davis Annuity Wholesaler .(JavaScript must be enabled to view this email address) 866-262-3222