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Kelsey Dineen
Vice President at Midland Trust
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Work Experience
Jan 2010 - Present · 14 years and 11 months
Vice President
Jan 2018 - Present · 6 years and 11 months
Self-Directed Ira Custodian And 1031 Exchange Intermediary
Jan 2010 - Present · 14 years and 11 months
Business Development Director
Jan 2010 - Present · 14 years and 11 months
Company Details
11-50 Employees
Who is Midland? Midland, an Equity Trust Compnay, is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges and private fund custody services. In business since 1994, Midland is focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisfied clients and Billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients with their financial goals. What is self-direction? A self-directed IRA is not a type of IRA, but a little-known way to invest through your IRA. Self-direction allows the investor to expand their portfolio from the typical stocks and bonds available with most IRA companies. The IRS allows you to choose your own investments, such as real estate, futures, foreign currency (forex), notes (loans/mortgages), LLCs, precious metals, energy, or even movie deals! The possibilities of self-direction are endless.
Year Founded
2004
Social Media
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Industry
Financial Services
HQ Location
15671 San Carlos Blvd Fort Myers, Florida 33908, US
Keywords
Retirement PlanningReal Estate IRAsSelf-Directed IRA ServicesAlternative Investmentsand 1031 Exchanges
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