An established South Florida entrepreneur, Kevin Dooley is the principal of the Private Client Group, LLC, in alliance with a financial services and insurance company. His team works with high-net-worth individuals and families to deliver plans that holistically balance profit-driven strategy with personal philosophies and goals. Kevin Dooley focuses on risk oversight and market exposure while seeking out undervalued opportunities.
Mr. Dooley has an industry mentorship presence and regularly provides training to new Financial Professionals. He believes transparency is paramount for building lasting relationships and emphasizes individualized consultations alongside in-depth research into market trends. A CERTIFIED FINANCIAL PLANNER® professional, Mr. Dooley holds a degree in finance from Drexel University.
Throughout his career, Mr. Dooley has received accolades from a financial services and insurance company, such as the Silver Eagle Award and the Hallmark IV Veteran Service Award on multiple occasions, and he has been inducted into the company's Hall of Fame. He is an avid offshore fisherman who gives back to his community through activities with the Presbyterian Church.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Kevin Dooley (CA Insurance Lic. #: INSERT NUMBER) offers securities through Private Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Private Financial Advisors in MI & TN), offers investment advisory products and services through Private Advisors, LLC, an SEC-registered investment advisor, and offers annuities and insurance through Private Network, LLC (Private Network Insurance Agency of California, LLC). The Private Client Group is not owned operated by Private Advisors or Private Network. PPG- 8780720.1(02/26)(exp.02/30)