Stephen Dotson Email & Phone Number
First Vice President - Investments, Senior Financial Advisor
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Stephen Dotson Location
- Charlotte, NC, US
Stephen Dotson Work
- 2008 -now First Vice President - Investments, Senior Financial Advisor @ Wells Fargo Advisors
- 1991 -2008 District Manager @
- 1986 -1994 1st Lieutenant @
Stephen Dotson Education
- The Citadel
Bachelor’s Degree (Board of Directors)
1982-1986 - East Mecklenburg 1979-1982
Stephen Dotson Skills
- Sales Management
- Microsoft Office
- 401k
- Financial Advisory
- Strategic Planning
- Insurance
- Estate Planning
- 401k Planning
- Emergency Management
- Retirement Plan Consulting
- Asset Allocation
- Investments
- Retirement Planning
- Estate Planning Strategies
- Retirement
- Leadership
- Financial Services
- Strategic Investment Planning
- Financial Analysis
- IRAs
- Training
- 401k Rollovers
- Finance
- Mutual Funds
- Public Speaking
Stephen Dotson Summary
- Stephen Dotson, based in Charlotte, NC, US, is currently a First Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors. Stephen Dotson brings experience from previous roles at Rent-A-Center and United States Army Reserve. Stephen Dotson holds a 1982 - 1986 Bachelor’s Degree in Board of Directors @ The Citadel. With a robust skill set that includes Sales Management, Microsoft Office, 401k, Financial Advisory, Strategic Planning and more. Stephen Dotson has 1 mobile phone numbers on RocketReach.
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