Merry H. Dooley,

Merry brings more than 20 years of financial services experience to her clients, helping them turn complex decisions into clear, actionable plans. As a Certified Financial Planner® professional, Merry leads the development and oversight of comprehensive financial plans for Columbia Wealth Advisors. She works closely with high-net-worth individuals and business owners to connect day-to-day financial choices with long-term goals — from cash flow and investment strategy to 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. She also has additional education on IRMAA surcharges and is able to help clients proactively plan around these increased expenses in retirement. Merry is dedicated to customizing financial plans for each individual, to provide unique strategies to help clients save for their retirement goals and protect their wealth along the way.

Merry is a Certified Wealth Strategist® and continues to invest in professional development. She also has her CEPA® designation, equipping her with skills to assist business owners in developing comprehensive exit strategies.

Prior to joining Columbia Wealth Advisors in 2012, Merry spent 12 years as a Financial Advisor and earned a Bachelor of Science from Washington State University.