Meet Our

Advisors

Our Advisory and Portfolio Management Team

Charles and Adrian Dodds have more than 50 years of combined experience, and construct customized, comprehensive portfolios based on clients’ needs.

Charles D. Dodds

Charles D. Dodds Jr., CFP®, CLU®, CHFC®, CIMA®

President & Senior Portfolio Manager

  BrokerCheck

Charles D. Dodds Jr. is the President and Senior Portfolio Manager of Dodds Wealth Management Group. He has been a financial advisor for more than 35 years. He focuses on investment planning, retirement income planning, and risk management. He also coordinates with CPAs and attorneys to help his clients with their estate planning and income tax needs.

To better serve his clients, Charles has obtained the following designations:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
  • Certified Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Investment Management Analyst (CIMA®)

Charles grew up in Salem, Missouri. He attended the University of Missouri and graduated from the St. Louis College of Pharmacy in 1970 where he received a Bachelor of Science in Pharmacy. After pharmacy school, he worked in Springfield, Missouri. Charles was then drafted into the United States Army in 1971 and was stationed at William Beaumont Army Medical Center as a Pharmacist. After completing his military service, he stayed in El Paso, Texas, and worked as a pharmacist in retail and hospital settings. In 1985, he began his career as a financial advisor with Merrill Lynch. Charles has since worked continuously as a financial advisor and in June of 2021, opened his independent practice, Dodds Wealth Management Group LLC, with his son Adrian, also a CERTIFIED FINANCIAL PLANNER™ professional.

While working in a pharmacy, Charles met his wife Julieta, also a pharmacist. They have three sons, Charles III, Adrian, and Alex. Charles was very active in Boy Scouts and was the Scoutmaster for Troop 59. Charles III and Adrian are both Eagle Scouts. Alex was also active in Boy Scouts for many years.

Adrian F. Dodds

Adrian F. Dodds, CFP®

Senior Financial Advisor & Managing Partner

  BrokerCheck

Adrian is a Senior Financial Advisor and Managing Partner of Dodds Wealth Management Group. Adrian has obtained the CERTIFIED FINANCIAL PLANNER™ certification to stay informed and up to date on changes in the financial planning world and to better serve his clients. Adrian focuses on the following areas: investment planning, retirement income planning, and risk management. He also coordinates with CPAs and attorneys to help his clients with tax planning and estate planning issues.

Adrian has received a Bachelor of Science in Family Financial Planning from Texas Tech University. During his time at Texas Tech University, he was a member of the cross-country team and indoor/outdoor track team.

Adrian has been in practice for more than 20 years. He began his career with Cornerstone Wealth Advisors, Inc. in Minneapolis, Minnesota. In 2007, he had the opportunity to return to El Paso, Texas, and work with his father, Charles D. Dodds Jr. Adrian brought with him a new perspective and a different skill set to complement his father's practice.

He believes in supporting and giving back to his community. He is a current board member of the Foundation for The Diocese of El Paso. Over the years, he has served on the board of The El Paso Estate Planning Council, The El Paso Child Guidance Center, and The Advisory Committee of Cathedral High School. He also served as Head Cross Country and Long-Distance Track Coach for his high school alma mater, Cathedral High School. Adrian coached the Cathedral Cross Country Team to a State Championship in 2014.

Growing up, Adrian was very active in the Boy Scouts of America and reached the rank of Eagle Scout. In his downtime, he enjoys spending time with his wife, Ana, and his two daughters, Adriana and Alejandra. He also enjoys trail running, exercising, and reading.

Let’s Talk

Our Second Opinion Service can help you benefit from an integrated wealth management approach.

Contact Us