Advice Built on experience
Greg Dooley is a Vice President of Wealth Management with UBS Financial Services. He holds the designations of Chartered Retirement Planning Counselor (CRPC®) and Accredited Asset Management Specialist (AAMS®) from The College for Financial Planning. Greg brings a broad range of experience gained over many years in business as a manufacturer, retailer and importer/exporter to his financial services practice. As a longtime business owner himself Greg understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Wealth Management |
Tampa |
December 2015 - Present |
Licenses
- Series 7
- Series 66
- Series 24
Registered States:
AL, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA