Merry Dooley, NSSA® & IRMAACP™ Advisor · Tacoma, WA
Merry Dooley
Wealth Planning Manager, Columbia Wealth Advisors
Professional Profile
Merry Dooley is a seasoned Wealth Planning Manager at Raymond James Financial Services, located in the heart of Washington. With over a decade of experience in financial advising, Merry excels as a Senior Vice President at Columbia Wealth Advisors, where she supervises the creation of bespoke financial plans tailored for high-net-worth clients and business owners.
Having earned the NSSA® designation in Social Security planning and the IRMAA Certified Planner designation, Merry Dooley is equipped to guide clients through complex Social Security and Medicare decisions.
As a Certified Financial Planner® and a holder of the National Social Security Advisor® certificate, Merry possesses a unique blend of expertise in comprehensive financial planning and social security strategies. She is passionate about helping clients navigate complex financial challenges through holistic approaches that encompass cash management, goal funding, asset allocation, risk management, and estate planning. Merry's dedication to customizing each financial plan ensures that her clients receive unique strategies designed to optimize their retirement income and protect their wealth.
A graduate of Washington State University with a Bachelor of Science, Merry has further enhanced her qualifications by obtaining the Certified Wealth Strategist® designation from Cannon Financial. Her commitment to continuous personal and professional development sets her apart as a knowledgeable and trusted resource in wealth management. If you are seeking a reliable expert to help you achieve your financial goals and maximize your social security benefits in Washington, Merry Dooley is your go-to advisor.
Disclosure
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Columbia Wealth Advisors and Umpqua Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Located at Umpqua Bank * 1301 A St. Ste. 800* (877) 305-0056
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