Dorman Financial Management, P.A. |
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Lisa MichaelsonAssociate Wealth Advisor
Phone: (407) 774-6815 ROLE: * Executes Client Trades * Investment Product Research * Extensive Client Contact * Insurance Reviews and Retirement Projections * Assists Senior Wealth Advisor Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Dorman Financial Management, P.A., A Registered Investment Advisor. Dorman Financial Management, P.A. is not an affiliate of NEXT Financial Group, Inc. Dorman Financial Management, P.A., 341 N. Maitland Ave., Ste. 250, Maitland, FL 32751. Phone - (407)774-6815.
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341 N. Maitland Avenue Phone: (407) 774-6815 |
Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Investment Advisory services offer through Dorman Financial Management, P.A. A Registered Investment Adviser. To view NEXT Financial Group's privacy policy and other important information, visit the "Client" section of www.nextfinancial.com.
James B. Dorman, Jr., CPA/PFS, CFP® holds Series #7, #24, #63, and #65 securities licenses.