Dimitri began his investment career with Deutsche Bank in 2015, serving as a Vice President in Equities in
New York. In 2024, he joined Davenport & Company in the Norfolk office. Dimitri earned a Bachelor of Science in Business Administration and Finance from Georgetown University’s McDonough School of Business, where he was a Division I athlete as a member of the crew team. He is Series 7, 63, 65, 79, 86 & 87 registered with the Financial Industry Regulatory Association (FINRA).
As a Financial Advisor, Dimitri serves individuals, families, and small business owners. He offers a holistic approach to wealth management, emphasizing the importance of understanding each client’s unique financial aspirations and challenges. He offers clients financial advisory services to preserve and grow wealth.
Dimitri fosters client relationships with active listening. After fully grasping your financial objectives and life goals, he crafts an investment plan that takes into consideration your risk appetite and investment timeline. He factors in other investments as part of an overall asset allocation and diversification strategy. He ensures the overall asset allocation and diversification strategy is robust and well-rounded, potentially incorporating equities, bonds, mutual funds, alternative investments and manager strategies.
Dimitri regularly monitors investment plans and aligns them with the evolving market landscape and shifts in your life goals. Periodic meetings and reviews are an integral part of his commitment to maintaining the effectiveness of the strategies he recommends. Dimitri’s investment philosophy is rooted in integrity and transparency: he manages his client’s assets with the same diligence and commitment as he would his own.
Dimitri resides in Norfolk with his wife Stefanie, who works in the healthcare industry as a Physician Assistant (PA) in concierge medicine. Active in the community, Dimitri is an Eagle Scout with Troop 79. He serves on the Board of Directors of Georgetown Blockchain which is affiliated with his alma mater. He is a member of the Annunciation Greek Orthodox Church, served as a Regional Co-Chair of the National Hellenic Society (NHS), was selected as a New Leader for The Hellenic Initiative (THI) which is an organization chaired by former Dow Chemical CEO Andrew Liveris, and was selected for the Leadership 2030 class of the Hellenic American Leadership Council (HALC). In their free time, Dimitri and his wife Stefanie enjoy time on the water sailing and on the court playing tennis.
Dimitrios Roumeliotis is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in District of Columbia, Florida, Massachusetts, New York, North Carolina, Texas and Virginia.