Terrence Dotzler

Background

About Terrence Dotzler

If you’re like many of our clients, you’re not interested in P/E ratios, or how to interpret the delta of a stock option. What you really want to know is: Am I doing all I can to protect my family? Am I on track to reach my goals? How can I best prepare my children and grandchildren for the future? Whether you’re running a business, planning for retirement, or transferring wealth—we can help you answer these questions, and more. With more than 18 years of financial services experience, I focus on comprehensive financial planning for individuals, retirees, and corporate executives. I began my financial services career as a Certified Public Accountant (no longer practicing) at PricewaterhouseCoopers before becoming a Financial Advisor in 2006. Since then, I have been recognized as one of *Forbes’ Top 500 Next-Generation Wealth Advisors in 2017 and 2018, and as one of Forbes’ Best-in-State Wealth Advisors in 2018*. Deeply committed to providing attentive client care, I build financial strategies that are tailored to meet each client’s unique needs and objectives. With the certification of Family Wealth Advisor, I specialize in strategies that help families navigate the transfer of wealth and shared values across generations. Outside of work, I enjoy staying active in my community and love spending time with my wife Stephanie and our three children: Aiden, Quinn, and James. I serve as co-chair of the St. Leo Carnival Committee, and my kids keep me busy coaching little league, softball, and basketball.{*See Honors section below for Awards criteria and disclosures.}