Merry H. Dooley,

As Senior Vice President for Columbia Wealth Advisors and Wealth Planning Manager with Raymond James, Merry Dooley supervises the production of all financial plans created for the program. As a Certified Financial Planner™ professional, Merry develops comprehensive financial plans for high-net-worth clients and business owners and is also a Certified Wealth Strategist^® practitioner. She enjoys providing clients with comprehensive financial planning, which includes in-depth analysis of cash management, goal-funding, asset allocation, risk management and estate planning. As a National Social Security Advisor^® certificate holder, Merry also educates individuals on the social security strategies they can utilize to help maximize their retirement income.

Prior to joining Columbia Wealth Advisors, Merry spent eight years at Ameriprise Financial and three years at Edward Jones as a Financial Advisor. Merry is a graduate of Washington State University with a Bachelor of Science in environmental science and education, with a minor in music.