Trust Portfolio Manager*
Colton Dooley joined the Wealth Management Team in June 2015. 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 is pursuing a master’s of Finance through Auburn University.
*Not affiliated with Raymond James.