Bourbon & Business Podcast

Founder/Host

First Commercial Bank

Managing Director and Trust Advisor

Trust Administrator

Regions Bank

Associate Trust Advisor

Morgan Stanley

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Financial Advisor

Hi, I’m Dakota! My team offers Trust and Estate Services with best-in-class client experience! 

Services offered:
Trust Administration (corporate trustee)
Estate Administration (corporate executor)
Trust Consultation
Estate Organization

These are just four areas our team excels in!

We like to keep the main thing, the main thing!

Reach out today for an inquiry!

Taplio

Dakota Tate, MBA, CTFA's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

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Want to drive more opportunities from LinkedIn?

Dakota Tate, MBA, CTFA's Linkedin Analytics