300 Union Boulevard,
Wealth Manager, Investment Advisor Representative, Registered Representative
As your financial advisor, I have over 20 years of experience in the financial and health care industries. I have the ongoing pleasure of servicing four generations of clients for the past 20 years. My focus is on addressing a...
Wealth Manager, Investment Advisor Representative, Registered Assistant
As your financial advisor, I have over 20 years of industry experience, to help clients achieve their financial goals. I have spoken to hundreds of clients and advisors across the country on a variety of topics from; financial planning...
Registered Operations Professional
Megan started her career in the financial industry in 2017, working in Operations in the back office of a Broker/Dealer and RIA. Megan enjoyed working with advisors and assisting them in any way she could. Megan feels that working in...
Financial/ Portfolio Analyst
Stu joined Doleman Wealth Management as Practice Manager in February 2022 after working in a similar capacity for Baystate Financial in Wakefield, MA. Stu and his wife relocated from the Boston area in late 2021 to be closer to their...
Before starting her position at Doleman Wealth as Advisor Support, Sarah was fortunate to have worked at her kids’ school during their elementary years, having many different roles. Prior to having kids Sarah worked as an...
Our team has 70+ years of industry experience across multiple aspects of the financial services industry, from investment and portfolio management to retirement and financial planning. We also recognize that it is impossible to excel at all aspects of our client’s financial needs and that is why we have partnered with who we believe are some of the industry’s best. Portside Wealth Group for our investment management side and Allegis Advisor Group for insurance needs. This allows OUR team to work more closely with each of our clients and planning for their future.
For a copy of Kimberly K. Doleman's brochure click here.
Please contact Doleman Wealth Management, LLC, for more details.