Dorothy began her distinguished career in the financial services industry in 1981 and joined Merrill Lynch Wealth Management in 1989, where she honed her knowledge in providing sophisticated wealth management strategies to high-net-worth and ultra-high-net-worth families. With over four decades of experience, Dorothy combines a deep understanding of complex financial structures with an unwavering commitment to offering strategic advice that aligns with her clients' evolving needs.
Her mission is to help clients streamline their multifaceted financial lives, providing them with the clarity and discipline required to make informed decisions. By organizing and optimizing their wealth management strategies, Dorothy enables families to focus on what truly matters to them- whether it's family, business, travel or philanthropic endeavors.
Dorothy's approach is centered on delivering personalized, lifetime financial guidance, helping to ensure that each client's unique financial situation is addressed with care and precision. Her ability to simplify complexity and craft bespoke strategies allows families to preserve and grow their wealth while gaining the freedom to pursue their passions.
Dorothy earned a Bachelor of Science degree in Business Administration from Chapman University in Orange, California.