The Dozier Myers Group
With an exceptional level of care and service the Dozier Myers Group works with a select group of philanthropically minded value creators, their families, and their heirs. Our clients have created financial wealth either through high compensation or owning their own business. We focus on tax smart planning and engage with our clients as they first create value, then realize that value and finally seek to preserve and share the wealth that they have created.
Our clients are generous to their families and communities. We consider it a privilege to help them make the most of their wealth.
Navigating the regulatory and legal landscape governing executive stock ownership and liquidity can be complex. Our team has deep experience advising on concentrated stock positions and coordinating the management of 10b5‑1 trading plans.
We collaborate closely with your legal counsel to review trading windows, prepare required documentation, and facilitate transactions involving Rule 144‑restricted securities. In addition, we assist with the filing of Rule 144 forms, providing a streamlined, turnkey process to help you prudently diversify away from closely held or restricted positions.
CFP®, CIMA®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
