DS Advisors LLC
The Senior Wealth & Trust Advisor administers, retains, and manages complex trust, estate, and client relationships for high net worth individuals and businesses. This role serves as a trusted fiduciary and central point of coordination, delivering financial guidance aligned with client goals and legacy objectives. The position involves conducting in-depth discovery, facilitating financial planning discussions, and collaborating with internal specialists to provide comprehensive solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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