Jim Dorman Email & Phone Number
President and Senior Wealth Advisor @ Dorman Financial Management, P.A.
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Jim Dorman Location
- Maitland, FL, US
Jim Dorman Work
- 2001 -now President and Senior Wealth Advisor @
Jim Dorman Education
- Stetson University
Bachelors (Business Administration, Accounting)
Jim Dorman Skills
- Retirement Planning
- Financial Planning
- Retirement Income Strategies
- Wealth Management
- Wealth Accumulation
- Comprehensive Wealth Management
- Financial Advice
- Charitable Giving Strategies
- Investment Advisory
- Estate Planning
- Insurance Planning
- Strategic Financial Planning
- Financial Planners
- Wealth Management Services
- Portfolio Management
- Team Building
- Marketing
- Microsoft Office
- Finance
Jim Dorman Summary
- Jim Dorman, based in Maitland, FL, US, is currently a President and Senior Wealth Advisor at Dorman Financial Management. Jim Dorman holds a Bachelors in Business Administration, Accounting @ Stetson University. With a robust skill set that includes Retirement Planning, Financial Planning, Retirement Income Strategies, Wealth Management, Wealth Accumulation and more. Jim Dorman has 2 emails and 4 mobile phone numbers on RocketReach.
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