Focus Partners Wealth
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.
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Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.