Presenter & Sponsor Information:
The Presenters:
Charles D. Dodds Jr., CFP®, CLU®, ChFC®, CIMA®
President & Senior Portfolio Manager
Charles D. Dodds, Jr., the founder of Dodds Wealth Management Group, grew up understanding the value of hard work and helping those around him. He graduated from the St. Louis College of Pharmacy in 1970 and was drafted into the United States Army in 1971. In 1985, he began his career as a financial advisor with Merrill Lynch. While stationed in El Paso, Texas, he met his wife, Julieta. They have three sons.
You can read Charles' entire bio here.
Adrian F. Dodds, CFP®
Senior Financial Advisor & Managing Partner
Charles' son, Adrian F. Dodds, has a Bachelor of Science in Family Financial Planning from Texas Tech University and has been in practice for more than 20 years. In 2007, Charles and Adrian began working together.
You can read Adrian's entire bio here.
About Dodds Wealth Management Group:
Founded in 1986, Dodds Wealth Management Group is an independent, locally-owned, long-standing, established firm serving individuals, families, businesses, and entities in El Paso and across the country for decades through comprehensive financial planning, principled investment strategies, and dedicated personal service. We understand our client's unique financial challenges, and we build long-term relationships based on open communication, collaboration, and transparency.
You can read more about our story here.