Denny Bilikas is one of the founders of Elevate360 Wealth. He brings over 23 years of experience to help business owners and their families thrive financially and leave lasting legacies.
Starting in 2000 at ML Stern & Co. in Beverly Hills, Denny specialized in managing wealth for high-net-worth clients. His career took him to Merrill Lynch in Manhattan Beach, where he leveraged his asset management skills with the team’s Investment Process & Methodology (i.e. Our Investment Playbook).
After years of working for some of the largest investment brokerage firms, Denny saw that his most successful clients needed more than just investment advice. They needed personalized financial planning, asset management and estate planning strategies & solutions that considered all parts of their financial lives. This led him and his team to Osaic FA (formerly known as Lincoln Financial Advisors), where they found the freedom as independent advisors to provide the solutions and advanced planning resources needed to deliver proper comprehensive financial planning to their clients.
Denny’s goal is to make a real difference in people’s lives by offering complete financial plans driven by their personal dreams and values.