1st Global Welcomes New Firm Dunn, Dunn and Oakes, CPA

Dunn, Dunn and Oakes, CPA, PLLC, a Smithfield, N.C.-based accounting firm recently joined 1st Global to offer expanded tax-efficient wealth management services to clients under the name DDO Wealth Management, LLC.  DDO was founded to help clients achieve their financial goals by providing financial, retirement, estate and investment planning and solutions that take their entire financial picture into account.

Through the agreement, 1st Global will provide DDO with the cutting-edge systems, expert coaching and flexible platforms needed to grow its wealth management business.