Dominic created Prosper Wisely to be an advisory firm that provides you with candid expertise, great service, and an approach that lowers your overall costs. Prosper Wisely adheres to the fiduciary standard. Prior to starting his firm, he was at PNC Wealth Management (now PNC Private Bank) serving as a bank officer and investment advisor with discretion over $350 million in individual and trust assets. Dominic maintained a high level of satisfaction with customers by providing advice that was attuned to their specific needs and goals. He spent eight years in that role.

Prior to PNC, Dominic spent two years as an advisor at Morgan Stanley where he built adaptable investment models that helped customers add clarity and tax efficiency to their portfolio. He also executed stock option strategies for high-net worth investors that lowered their risks while generating lucrative outcomes. In 2015 he co-founded a startup that built an innovative piece of financial technology. Dominic helped build the prototype, raise outside funding, and laid the foundation for continued progress for the company. Early in his career Dominic was a Product Specialist at OppenheimerFunds. There he became a subject-matter expert on mutual funds and other financial instruments. Dominic resides with his family in the Forest Hills area of Pittsburgh.

Dominic holds a Series 65 (Uniform Investment Adviser Law) securities license along with a Pennsylvania Insurance license. He previously passed the Series 7 (General Securities), and Series 31 (Managed Futures) exams.