Dino Patelis

is a Financial Advisor that adheres to the fiduciary standard of conduct through flexible & custom service to his clients. Schedule or Get Started below!



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Retired with 5k per month between social security, pension, or other income / 100k salary with 3% retirement plan match
I want to retire in 10 years at age 65 / Paying college tuition in 7, 9 and 12 years / Setting a budget / Educating my heirs about money
Assets = $2mil (50% investments, 40% real estate, 10% in cash) / Liabilities = 200k (90% mortgage, 10% credit cards)
Tax, family, legacy situations, upcoming events, new account, transfer details


As a 20-year Navy veteran, Dino served our country in numerous roles: department head, operations manager, division officer, recruiter and counselor. Upon leaving the military, he completed his bachelor’s degree in business administration from St. Leo’s College. Over the past 20 years, he has focused on serving his community, families, and small business owners as a financial advisor specializing in retirement, estate considerations, investments and insurance needs. His motto is ” to serve others”. His compassion, empathy and personable nature has led him to the AMC Wealth team as a financial advisor. He has been married to his amazing wife, Barbara, for 25 years and has a son, Lance. Currently, he is a member of numerous networking groups throughout the North Fulton area. As a proud veteran, he is committed to helping fellow veterans network with civilian counterparts. He enjoys cooking and traveling to Italy and spending time with family and friends sharing a good scotch, cigar or meal!