My goal as an Edward Jones financial advisor is to be a positive influence in the lives of individuals, their families and/or businesses. I take pride and responsibility in helping my clients organize, plan, protect and eventually transfer their wealth. Equally important are the relationships I build and the satisfaction I get from seeing financial dreams fulfilled.
Whether it's retirement, marriage or divorce, preparing for an efficient estate transfer or receiving an inheritance, I will create a financial strategy customized to your unique needs and situation.
I have dedicated my professional life to the financial services industry. I graduated with honors from St. John's University, earning my degree in finance, while working for a top money management firm in New York City. Shortly afterwards, I received my FINRA Series 7 registration. In 2010, I graduated from the Securities Industry Institute program at the Wharton School of the University of Pennsylvania.
Being an Accredited Asset Management Specialist™ (AAMS®)* strengthens my ability to identify investment opportunities while recognizing insurance, tax, retirement and estate issues.
I serve as an ambassador for the Upper Tampa Bay Chamber of Commerce in Oldsmar and am active in the local community. I have also served as a mentor for the Hispanic Professional Women’s Association Mentorship and Scholarship Program.
I am the mother of three wonderful children and a loving German Shepherd. What makes me happiest is spending quality time with family, friends and clients.
I look forward to learning about your goals.
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
- Socially Conscious Investing
- Divorce Finances
- Hispanic Family Finances
Phone NumberDoris Muller at (813) 580-5367
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