Trust Portfolio Manager*
Colton Dooley joined the Wealth Management Team in June 2015. Colton is a CFA Level 1 Candidate. His responsibilities include support of the financial goal planning and portfolio management process, providing securities analysis and account portfolio rebalancing, re-allocation and reviews. Additionally, he assists in marketing efforts, including the preparation of client presentations and communications.
He holds a Bachelor of Science degree from Mississippi State University and Master of Finance degree from Auburn University.
*Not affiliated with Raymond James.