DWAIN BLAKE

Orlando, FL

 

Dwain A. Blake II, CLU, LUTCF, FSCP

Private Wealth Management                                                                                                                                                                                                                                                            

Wealth Accumulation*Investment Management*Retirement Income Strategies*Risk Management

Estate Planning Strategies*Business Succession Planning*Social Security Coaching*Portfolio Reviews

Serving Clients for 20 years in PA, OH, WV, VA, NC, SC, GA, AL & FL

Series 7 & 6-General Securities Representative

Series 24-Registered Securities Principal

Series 66 & 63-Uniformed Combined State Law

Life, Accident and Health (various states)

Dwain first entered the world of financial services in 1997 in Morgantown, WV, after the divestiture of an engineering firm he founded in the early 1990s. He was a qualifying member of the Million Dollar Round Table his first year as an associate of a Fortune 100 financial group, and he has since qualified for the MDRT multiple times in his 20 year career. He has served on the board as President for both the Morgantown, WV and Savannah, GA chapters of the National Association of Insurance and Financial Advisors. Dwain entered management in 1999 and has managed multiple sales groups and branch offices for Fortune 100 groups in West Virginia, Pennsylvania, Georgia, Virginia and Florida.  He graduated from Marshall University with a Bachelor’s Degree in Geology and has also completed graduate Engineering studies at West Virginia University’s College of Graduate Studies.  Dwain is a former Combat Engineer Officer and National Guard Officer in the United States Army, achieving the rank of Major. He held various positions in his career, which include Company Commander, Environmental Officer, Senior Tactical Officer at Army Officers Candidate School, and numerous other Company and Battalion Level staff positions. Dwain is married since 1988 and has a son who is a Mining Engineer (VA Tech) in Missouri and a daughter who is a nurse (UGA/UNC) in North Carolina.  Dwain currently splits his time between Coastal Florida and Southeastern Georgia and travels the South Atlantic Region extensively presenting business and personal planning solutions to his clients.   He is an avid Fly Fisherman for Native Trout and enjoys RV Excursions  with his family and rescue dogs.