Steven Dodson

Background

About Steven Dodson

WHY STEVEN DODSON: As a Merrill Lynch Financial Advisor, I am committed to developing and pro-actively managing wealth management strategies to preserve client's income and grow their assets so they can enjoy a worry free retirement. At the heart of my philosophy is a passion to build enduring relationships with individuals, families and executives built upon a foundation of trust, integrity and confidentiality, and who appreciate exceptional service provided by a caring and dedicated advisor. My goal is to become a trusted resource to each client so they can rely on me for financial advice and guidance in their pursuit of personal, financial and professional success. CAREER IN WEALTH MANAGEMENT SERVICES: I began my career in 1995 with PaineWebber (now UBS) and have devoted my career in the financial services industry to serving clients, in which my focus has included retirement income planning, education savings and wealth management strategies. I hold a Series 7, 63 and 66 FINRA registrations and life, health and variable annuity licenses. I hold a Chartered Retirement Planning Counselor, CRPC. GETTING TO KNOW STEVEN: I am a graduate of Oakland University. I reside in Rochester, MI with my wife Marcy, and two sons, Luke and Troy. In my free time, I enjoy family, yoga and golfing. I also serve on the board of New Horizons Rehabilitation Services Inc, an accredited, not-for-profit organization. I WOULD WELCOME A CONNECTION IF: You are a CPA or attorney interested in providing a resource for your clients You are in need of customized, goals based financial advice and guidance You want to hear more about my wealth management process You are interested in discussing my approach to retirement income planning