Mary Beth Cosentino

Director, Wealth Advisor at Dakota Wealth Management

Mary Beth Cosentino has over 17 years of relationships with families, high-net-worth professionals, and business owners. She loves working with clients on their daily and long-term comprehensive financial goals. She finds it fulfilling to guide clients and their families through various life stages and generational wealth transfers.

Before joining Dakota in 2018, Mary Beth was the COO for Strategic Asset Management Group. She was responsible for the compliance, team training, operations, and client relationships. Mary Beth began working with Strategic Asset Management Group in 2004 as an executive assistant, and as a testament to her talent and dedication, earned the promotion to COO.

She pursued her higher education at Florida State University where she majored in Business Administration. Mary Beth has earned her Series 7, Series 65, and the Financial Paraplanner Qualified Professional (FPQP) designation.

Before her wealth management career, Mary Beth was the Financial Administrator for Young American Showcase and later the CEO for Jag Neckwear (a division of Jones NYC).

Originally from Palos Verdes, California, and later Snowmass, Colorado, Mary Beth relocated to South Florida. Mary Beth and her husband enjoy walks in Delray Beach with their two dogs and fly fishing in the Blue Ridge Mountains.

Timeline

  • Director, Wealth Advisor

    Current role

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