Sign In
Get Clay Free →

Suggestions

    Michael Dobbyn

    Michael Dobbyn is a financial advisor based in Exton, Pennsylvania, affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. He has seven years of industry experience and holds a Series 66 license, which qualifies him as both a securities agent and an investment advisor representative. His career includes roles at Wells Fargo Advisors and Bank of America prior to joining Merrill Lynch.12

    Professional Focus

    Dobbyn specializes in personalized wealth management strategies, aiming to help clients navigate their financial complexities. He emphasizes a client-centered approach, focusing on individual goals and adapting strategies as market conditions change. His services include financial planning and investment advisory, leveraging the resources of Merrill Lynch and Bank of America to provide comprehensive financial solutions.23

    Background and Qualifications

    • Current Position: Financial Advisor at Merrill Lynch
    • Location: Exton, PA
    • Experience: 7 years in the financial services industry
    • Licenses: Series 66 license

    In addition to his professional qualifications, Dobbyn is also involved in volunteer activities, showcasing a commitment to community engagement.4

    Related Questions

    What specific services does Michael Dobbyn offer at Merrill Lynch?
    How can I contact Michael Dobbyn directly?
    What are Michael Dobbyn's qualifications and certifications?
    How long has Michael Dobbyn been working at Merrill Lynch?
    What is Michael Dobbyn's approach to financial planning?
    Michael Dobbyn
    Michael Dobbyn, photo 1
    Michael Dobbyn, photo 2
    Get intro to Michael
    Add to my network

    Location

    Greater Philadelphia Area