As a financial advisor, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available.

I strive to present information in a straightforward, understandable manner so that together with my clients, we can determine the most appropriate options available for their portfolios. I constantly consider changes in both the marketplace and in my clients' needs, making necessary adjustments to help them.

Your Rights as a Client

• Courteous Service
• A Trustworthy and Competent Financial Advisor
• Suitable Recommendations
• Timely Transactions at the Best Available Prices
• Full Disclosure of Costs and Risks
• Clear Communications
• Comprehensive Statements and Trade Confirmations
• Prompt Error and Complaint Resolution
• Strict Confidentiality

Paula Dumas
Senior Vice President

330 South Orange Ave
Sarasota, FL 34236
Phone: 941-330-1702
Fax: 941-684-0723
Cell: 941-716-0780

Map & Directions

Securities offered through Global Portfolio Management, LTD. Member FINRA / SIPC. Registered Advisory Services offered through Global Portfolio Management. It is agreed that at least 48 hours prior to signing any investment advisory agreements to participate in any product or service mentioned in this site, a Form ADV Part II and Schedule F will be reviewed.