1301 A Street, Suite 800
Tacoma, WA 98402
As Senior Vice President, Manager of Financial Planning for CB Financial Services, Merry Dooley supervises the production of all financial plans created for the program. As a Certified Financial Planner™ professional, Merry develops comprehensive financial plans for high net worth clients and business owners and is also a Certified Wealth Strategist® practitioner. She enjoys providing clients with holistic financial planning, which includes in-depth analysis of cash management, goal-funding, asset allocation, risk management and estate planning. As a National Social Security Advisor® certificate holder, Merry also educates individuals on the social security strategies they can utilize to help maximize their retirement income.
Prior to joining CB Financial Services in 2012, Merry spent eight years at Ameriprise Financial and three years at Edward Jones as a Financial Advisor. Merry is a graduate of Washington State University with a Bachelor of Science in Environmental Science and Education; with a minor in Music.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and in the U.S.
Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.