Dottie Bourlier

Dottie Bourlier, CFP®, MBA, serves as a Senior Wealth Advisor at Focus Partners Wealth since July 2024, contributing to a client-focused approach in wealth, asset, and business management. Prior experience includes a role as Wealth Advisor at Buckingham Strategic Wealth from October 2020 to July 2024, where the emphasis was on true wealth management and acting in the best interests of clients. Additional experience includes financial planning at Baldwin & Associates, as Vice President of Finance and Accounting at Space Coast Credit Union, and earlier roles as CFO at IGA Federal Savings and American Heritage Federal Credit Union. Dottie holds a Master’s Degree in Business/Finance from Webster University and a Bachelor’s Degree in Business/Organizational Management from Cabrini University.