Dorman Vickers Fogg Merkel
Our mission is to put clients first by understanding what matters most to you. Through careful listening, we gain a clear picture of your wealth today and where you'd like it to be tomorrow, and we collaborate to create a personalized plan to pursue your financial goals while managing risk. Whether building wealth, enjoying, retirement, or planning your legacy, we focus on appropriate solutions that turn goals into reality. Many of our client relationships span multiple generations, reflecting our commitment to thoughtful guidance, customized strategies, and long-term success.
Our mission is to put clients first by understanding what matters most to you. Through careful listening, we gain a clear picture of your wealth today and where you'd like it to be tomorrow, and we collaborate to create a personalized plan to pursue your financial goals while managing risk. Whether building wealth, enjoying, retirement, or planning your legacy, we focus on solutions that turn goals into reality many of our client relationships span multiple generations, reflecting our commitment to thoughtful guidance, customized strategies, and long-term success.
CFP®, CIMA®
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.
