Kevin Dooley, CFP^®

Kevin focuses on investment strategies, wealth management and retirement planning at Private Client Group. Since joining his current broker-dealer, now Equitable Advisors in 1993, Kevin has been assisting high net worth families and individuals in aligning their financial strategies with their personal goals and philosophies. His holistic approach addresses both the opportunities, as well as the challenges, wealth presents for families. “I have often cited businessman Robert Kiyoski’s book, “Rich Dad, Poor Dad,” in my work with individuals and families. ‘It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” This is the purpose of sound financial planning and why Kevin has dedicated himself to establishing and securing legacies throughout his career. By helping families build their financial legacies, he is helping their loved ones inherit a better tomorrow.

Kevin received a degree in Business Administration from LeBow College of Business at Drexel University in Pennsylvania. Additionally, Kevin attended Harvard University's program and Modern Portfolio Theory and Investor Psychology and was part of a select group of Associates attending this Elite training. Equitable Advisors awarded Kevin the title of Retirement Planning Specialist, after receiving a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Kevin was also awarded memberships in the Million Dollar Round Table and Equitable Advisors Hall of Fame. In addition, Kevin has received Equitable Advisors Circle of Excellence And Centurion awards in several consecutive years. He holds FINRA Series 7, 24, 53, 63, and 65 registrations, and is licensed to offer Life, Health Insurance, and Annuities in several states. Kevin also holds General Securities and Municipal Securities Principal registrations.

Kevin lives in Miami, Florida with his wife, Ana, and two Maltese dogs. when not in the office, they enjoy music, traveling, boating in the Florida Keys, being involved in their church and University of Miami football.

CA License # 0E38624

CERTIFIED FINANCIAL PLANNERTM professional
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These
marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

• Private Client Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
• Million Dollar Round Table Member (2005) - Membership Awarded by Million Dollar Round Table