For nearly three decades, Dennis Liddle has been successful in helping clients achieve their financial goals by educating and carefully advising them on financial matters that impact them throughout their entire lives. His long-standing client retention and satisfaction are evidence of his deep understanding of the value of trust and long-term relationships.
Dennis earned his bachelor’s degree from Tiffin University, where he also enjoyed playing basketball, and later furthered his education at Ashland University, earning his Master of Business Administration. He currently holds Series 7, Series 24, and Series 63 licenses and is licensed in 12 different states.
Dennis goes to great lengths to fully understand each client’s risk tolerance and expectations while crafting uniquely designed investment strategies to help achieve their goals. Unlike many advisers, he takes pride in staying up to date on investment options, policies, and strategies available to his clients. His recommendations go far beyond traditional stocks and bonds, often incorporating alternative investments, extensive use of FDIC-insured products, and strategies that take advantage of regulations allowing for greater tax-advantaged investment opportunities.
His deep experience and thoughtful approach to financial planning come from 24 years in the industry, 22 of which he has served as a branch manager.
Equally important to Dennis is his commitment to the Barberton community. Over the course of his career, he has served in numerous leadership and service roles, including the Barberton City Schools Board of Education, Barberton Community Foundation Board of Directors, Barberton Parks and Recreation, South Summit Chamber of Commerce, Summa Hospital Board, Akron Area YMCA, Barberton Community Development Corporation, and both the Magic City Kiwanis and Barberton Rotary. He also helped establish Main Street Barberton and continues to serve in an active role.
Dennis and his wife, Kimberly, have been married for nearly 35 years and reside in Barberton, where they have both lived their entire lives. They have raised two daughters: Justine, who earned her master’s degree from Heidelberg University and works in Akron, Ohio, for a marketing firm; and Jessica, who graduated with a degree in Financial Planning and Wealth Management and has joined the family office.
Raymond James is not affiliated with any of the organizations listed.
Raymond James is not affiliated with the above organizations and/or charitable causes.