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Dorman Financial Management, P.A. Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Dorman Financial Management, P.A. is a small financial planning firm based in Maitland, Florida, operating within the financial services sector. It pursues a holistic approach to planning, emphasizing in-depth analysis of factors that may influence a client’s financial and personal goals. The firm’s investment strategy seeks to reduce risk and capture gains by adjusting equity exposure seasonally, with quarterly portfolio reviews for all clients.

Its service offering includes retirement, estate, tax, beneficiary, insurance, and college planning, with plans re-evaluated every two years. As an SEC-registered investment adviser, the firm conducts business only in jurisdictions where it is properly registered or exempt from registration.

Find Dorman Financial Management, P.A. employees' phone numbers or email addresses

Dorman Financial Management, P.A. Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Dorman Financial Management, P.A.'s Leadership

  • Stylized image of a person
    L. C.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    President And Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    President And Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. A.
    Assistant Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. M.
    Associate Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. K.
    Client Relations Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. B.
    Tax Consultant
    Phone icon
    Mobile Phone

Dorman Financial Management, P.A. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Dorman Financial Management, P.A.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. D.
    President And Senior Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 29, 2026
  • Stylized image of a person
    J. D.
    President And Senior Wealth Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    L. C.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesFlorida
    Mar 24, 2026
  • Stylized image of a person
    C. A.
    Assistant Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    L. M.
    Associate Wealth Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    M. K.
    Client Relations Associate
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 21, 2024
  • Stylized image of a person
    P. B.
    Tax Consultant
    Phone icon
    Mobile Phone
    Jul 09, 2024

Frequently Asked Questions

What is Dorman Financial Management, P.A. known for?

Minus sign iconPlus sign iconDorman Financial Management, P.A. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 557 North Wymore Road Suite 201 Maitland, Florida 32751 United States; you can contact the main corporate office by phone at
+1-407-774-****
. Explore Dorman Financial Management, P.A.'s company overview page for more information.

What is Dorman Financial Management, P.A.'s most common email format?

Minus sign iconPlus sign iconDorman Financial Management, P.A. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dorman Financial Management, P.A. email formats with LeadIQ.

How many employees does Dorman Financial Management, P.A. have currently?

Minus sign iconPlus sign iconDorman Financial Management, P.A. has approximately 4 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Dorman Financial Management, P.A.'s key employees and leadership?

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As of April 2026, Dorman Financial Management, P.A.'s key employees include:

  • Chief Compliance Officer: L. C.
  • President And Senior Wealth Advisor: J. D.
  • President And Senior Wealth Advisor: J. D.
  • Assistant Wealth Advisor: C. A.
  • Associate Wealth Advisor: L. M.

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