Merry Dooley is a CFP-designated registered investment advisor, based in Tacoma, WA, with 24 years of industry experience.
Location
1301 A St, Ste 100, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Merry is a Wealth Planning Manager at Columbia Wealth Advisors since 2012. Since 2023, she is also a Vice President and Wealth Planning Manager at Umpqua Bank, spending about a quarter to half of her time on each role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Edward JonesBroker
State Registrations1 state
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