A certified financial planner, Kevin Dooley began his career as an operations and trade desk professional at Equico Securities in New York City. This role involved opening new accounts and placing mutual fund trade orders. In 1997, Kevin Dooley joined Equitable as an operations manager. He oversaw trading activities and business operations, opened new accounts, and handled various portfolio management responsibilities.
Mr. Dooley now works as a principal at Equitable Advisors’ Private Client Group, LLC, in Miami, Florida. He supports private clients with tailored investment and wealth management strategies, with an emphasis on risk management and retirement planning. He also contributes to the company’s overarching vision for the wealth management practice, aiming to drive organizational growth. His additional duties range from training new advisors to guiding the Private Client Group (PCG) portfolio strategy team. He has earned numerous PCG awards, achieving Equitable Advisors Hall of Fame Status in 2014.
Mr. Dooley studied finance at Drexel University in Philadelphia. He completed the Wharton Retirement Planning Program in 2007.