William J. Mikus
, Senior Wealth Advisor
2840 South Ocean Blvd, Suite 516,
Palm Beach, FL 33480
William J. Mikus
William (Bill) Mikus brings 39 years of financial industry experience to Dakota Wealth Management. His robust asset management background and commitments to integrity and authenticity have earned him a reputation as the advisor that investment bankers and institutional investment managers trust with their personal wealth.
The son of a U.S. diplomat, Bill was born overseas and spent his formative years in Turkey and Lebanon. He returned to the U.S. to study economics, and was recruited onto Wall Street as a trader. Bill honed his market prowess and investment philosophy at prestigious firms including Bank of Boston, Citicorp and Salomon Brothers. In 1991, he founded an independent investment advisory firm that applied an institutional-quality approach to managing individual client assets, serving many of his Wall Street peers and other sophisticated investors for more than 26 years.
Bill and Peter Raimondi first crossed paths well over a decade before the launch of Dakota Wealth Management, and have remained business confidants and friends ever since. Bill’s history of building client relationships rooted in honesty, transparency, and sound judgment is a hallmark of the Dakota spirit. His meticulous attention to detail and dedication to creating an elegant client experience is a key part of the Dakota vision.
Bill lives in Palm Beach with his wife and two college-age daughters. He is active in the local community, participating on non-profit boards and serving as Chairman of The Salvation Army Advisory Board of the Palm Beaches.