Focus: Insurance Strategies, Investment Strategies
Jodie has been in the financial services industry for over twenty years working with both closely held business owners and high net worth individuals in creating, preserving and transferring their wealth. Jodie is a managing partner of the Allegiant Wealth Management team using her knowledge and expertise to assist clients through the process of creating their financial strategy to improve the potential to accomplish their financial goals. Jodie is also involved with the Greater Dallas Business Ethics Award both by nominating ethical Dallas businesses and on the steering committee.
Jodie has a background in Accounting with an emphasis in Economics. Jodie’s licensing includes life, health, disability income and long term care insurance as well as her general lines property and casualty licenses in the Texas. She also holds a FINRA Series 7 Registration for General Securities and Series 66. She recently acquired her Certification in Long Term Care. Jodie is an active member of DallasHR Association and is currently serving on the Board of Directors.
Prior to moving to the financial service industry, she was the Comptroller for a family owned nationally acclaimed Fire and Restoration Company for twelve years.
Jodie married her soul mate, Dave and currently enjoys sharing their home in Sachse and spending time with their children especially with their grandsons. They enjoy kayaking, horseback riding, scuba diving, reading and traveling. She also enjoys exploring her creative side in her custom Jewelry and Gift business. Jodie is from Iowa and transferred to Texas in late 1984 to raise her son and pursue her career.
Allegiant Wealth Management
14241 Dallas Parkway, Suite 1200, Dallas, Texas 75254
Voice: (972) 348-6306
Facsimile: (972) 348-6399
Mobile: (972) 385-8056
Jodie Benevitae West is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member of SIPC www.sipc.org, supervisory office (972) 348-6300. Allegiant Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN201909-218056
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14241 Dallas Parkway Suite 1200
Dallas, TX 75254