A CERTIFIED FINANCIAL PLANNER® professional , Kevin Dooley began his career as an operations and trade desk professional at Equico Securities in New York City. This role involved opening new accounts and placing mutual fund trade orders. In 1997, Kevin Dooley joined Equitable Advisors as an operations manager. He oversaw trading activities and business operations, opened new accounts, and handled various portfolio management responsibilities. Mr. Dooley now works as a principal at the Private Client Group, LLC (in alliance with Equitable Advisors, LLC) in Miami, Florida. He supports private clients with tailored investment and wealth management strategies, with an emphasis on risk management and retirement planning. He also contributes to the company’s overarching vision for the wealth management practice, aiming to drive organizational growth. His additional duties range from training new Financial Professionals to guiding the Private Client Group (PCG) portfolio strategy team. He has earned numerous awards, achieving Equitable Advisors Hall of Fame Status in 2014. Mr. Dooley studied finance at Drexel University in Philadelphia. He earned the Equitable Advisors title of Retirement Planning Specialist, based on his Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania in 2007.
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 Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offers investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offers annuities and insurance through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC). The Private Client Group is not owned operated by Equitable Advisors or Equitable Network. PPG-8714069.1(01/26)(exp.01/30)