Brian Dobbis
Retirement Solutions, Lead (Current Position) at Lord, Abbett & Co. Llc
Based in Jersey City, United States
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Seniority
Other
Department
Other
Location
Jersey City
Industry
Financial Services
Company size
1.3K
Contact information
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b•••••••@lordabbett.com
Phone
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Background
About Brian Dobbis
Experienced financial services professional focused on advanced qualified retirement plans, retirement planning, estate, legacy and tax planning strategies. Nationally known speaker and content creator specializing in IRAs, 401(k), 403(b), 457(b), and 457(f) deferred-compensation plans, Health Savings Accounts, 529 College Savings Plans and 529 ABLE Accounts. The evolution of tax-qualified accounts through the years has led to a myriad change, whereby strategies, tax reporting and planning have grown more complex. My goal is straightforward - assist financial advisors, CPAs, and in turn, their clients by being on top of current law and by making the complex simple, thereby keeping more of their hard-earned retirement savings. I share my passion and energy for retirement planning by coaching, training, mentoring and educating financial advisors, wholesalers, CPAs, attorneys, professional associations, trade groups and retirement plan participants at wealth management conferences, retirement symposia, interactive web-based seminars and daily inquires.
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