Denny is a partner and a discretionary Portfolio Manager with Salient Wealth Planning Group. Denny brings over 20 years of wealth management experience to the team. Prior to joining Salient Wealth Planning Group, Denny spent 9 years at Merrill Lynch with his current partners (Garrick Peters, Loren Peters and Jonathan Pineda) as a designated “Portfolio Manager” of the PIA Program through Merrill Lynch. Denny’s focus was in executing sophisticated Global Asset Allocation Strategies with a primary focus of managing downside risk for high net worth families and Private Endowments. Prior to joining Merrill Lynch in 2008, Denny was with Smith Barney / Citigroup (2005-2008) where he began his fo
Denny Bilikas
Private Wealth Advisor
Salient Wealth Planning Group
United States, California, Manhattan Beach
About Me
Profile Information
Private Wealth Advisor
Salient Wealth Planning Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Manhattan Beach
California
United States
Jan 12, 2025
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