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The Doll Difference

I am committed to building long-term relationships with my clients and seek to work with them as they prepare for retirement and other financial milestones. When I work with clients, it’s not merely transactional; it’s personal. I aim to offer consistent communication and make it easy for them to get in touch with me whenever they have questions. When clients work with Doll Capital Advisors, Inc. they benefit from:

Independence

With no proprietary products or commission-driven sales, I am able to offer independent and objective investment advice. Only after conducting the proper analysis and research do I select investments that are suited to my clients’ needs. We don’t have a “hidden agenda” and we truly put our clients’ interests first.

Experience

I have over 35 years of extensive experience in the investment industry and have focused on the specific needs of high-net-worth clients for over 25 years. Also, with my CMT designation, I am able to aid in managing risk and building portfolios using my thorough understanding of Technical Analysis. I have achieved a high level of technical proficiency and am one of the few advisors around the world with this advantage.

“Open Architecture” Investments

Because of my independence, I have access to a broad range of securities, including mutual funds, ETFs, and alternative investments. Believing the process comes before the product, I work with my clients through every step of their financial journey. Through open architecture investments, I can develop flexible and personalized portfolios that appropriately reflect a client’s needs and aspirations.

I develop inspiring new ways to manage wealth through practical innovation. Contact me today to learn more.

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