Anne Dolph is a seasoned financial advisor with over three decades of experience at Merrill. Throughout her distinguished career, she has provided a range of robust and tailored financial strategies for individuals, families, and businesses alike.

One of her core strengths is developing strategic financial strategies that cater to the unique needs of each client. With families, she takes a comprehensive, multigenerational approach, engaging both parents and children in the process. She firmly believes that early financial education is crucial, and she is committed to equipping the younger generation with essential knowledge for future wealth management and inheritance.

In addition to serving individual clients and businesses, she focuses on strategic wealth inheritance planning for families. These plans aim to ensure a smooth transition of wealth across generations while minimizing tax implications, thereby preserving and growing family wealth over time.

To stay relevant in the ever-evolving financial landscape, Anne consistently updates herself with industry trends, tax law changes, and market shifts. This dedication allows her to provide her clients with timely, insightful advice and ensures their portfolios are resilient and positioned for growth.

Away from her professional responsibilities, Anne has a rich personal life. A proud alumnus of Spring Hill College, it was there that she not only forged a solid educational foundation, but also met her future husband. Today, they are the proud parents to three wonderful children. Moreover, she is a sustaining member of the Junior League of Fort Lauderdale and a supporting member of the Children's Opportunity Group, testaments to her commitment to her community.

Whether you're an individual, a family seeking a comprehensive, multi-generational approach to wealth planning and wealth inheritance, a business looking for strategic financial guidance, or a finance professional interested in exchanging insights, don't hesitate to reach out. Anne is always eager to connect, collaborate, and learn.

Areas of Focus: Comprehensive Wealth Planning, Wealth Management, Retirement Planning, Estate Planning Services, Wealth Inheritance Strategies, Family Dynamics and Wealth Sustainability, Financial Education for Younger Generations, Tax-Efficient Strategies, Investment Management, Portfolio Management.

"Preserving and growing wealth, one client at a time."


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.