Dallas Lee Whittaker has joined the Marine Bank Trust and Investment Team. He retired from Prudential Financial, effective Oct. 12, after more than 20 years with the company and has now taken on a new role as senior vice president of the Marine Bank and Trust Investment Management Department.
We are excited to welcome Dallas to our investment management team, said Chris Zettek, CEO of Marine Bank. Dallas is a true wealth management professional and his financial planning experience will be a perfect compliment to our client service team. We also look forward to his contributions as a new member of our leadership team.
Whittaker holds a Chartered Mutual Fund Counselor designation awarded through the College for Financial Planning and a Chartered Life Underwriter designation through American College. In his new role with Marine Bank, he will focus on comprehensive financial planning with an emphasis on retirement strategies, legacy planning and generational wealth management.