D. John Dupius

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Focus

For over 30 years I have been a Financial Advisor, I have enjoyed serving my clients and helping them reach their financial goals. Some of the most common concerns I advise my clients on are planning a child's education, income preservation after retirement, or helping a business provide benefits for its employees. Estate planning and helping families with elderly parents are also a strong focus in my practice.

My decades of experience with volatile stock and interest rate markets have led me to develop my own discretionary portfolios, tailored to meet specific client goals. Together with active, on-going communication during our client reviews and other touch points during the year I make sure clients are engaged and have a clear understand of how their portfolios are performing.

Background

I have been a Financial Advisor for more than 30 years helping individuals, families and businesses achieve their financial goals. Prior to becoming a Financial Advisor, I owned and operated an electrical and air conditioning wholesale company in Texas where I successfully grew our distribution into Louisiana.

Education

• University of Southwest Louisiana – Bachelor of Science in Business Administration Majoring in Finance

Previous Career Experience

• Edward Jones – Financial Advisor 23 years
• Wells Fargo Advisors – Financial Advisor 7 years

Away from the Office

I enjoy spending time with my wife of 42 years Lisa, our son Jared and daughter Lauren. Together we enjoy traveling, cooking for groups, live music and being around family.

The Shoals Community has been very good to my family. Over the years I have had the pleasure of serving on the board of directors for several Shoals area organizations including Community Action Agency, Hospice of the Shoals, ECM Hospital Foundation, St. Joseph Catholic School Foundation. I am also a proud member of The Exchange Club of Florence and the Knights of Columbus.