Dorothy Marie Bourlier

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 09/2020
  Baldwin & Associates
  Indian Harbour Beach, FL
• 10/2020 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2020-11-23 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Indian Harbour Beach, FL
• 2016-03-29 → 2020-10-30
  Baldwin & Associates
  Indian Harbour Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-10
• S63 Uniform Securities Agent State Law Examination
  1988-11-07

Designations

• Certified Financial Planner