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Mary Catherine Dovel

Telos Wealth Advisors

Matthews, NC

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Current Employers
Telos Wealth Advisors

Matthews, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-03
TX RA APPROVED 2025-06-03
  • NC RA
    APPROVED
    Since 2025-06-03
  • TX RA
    APPROVED
    Since 2025-06-03

Branch Locations

Matthews, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Enpro Charlotte NC 04/2016 06/2017
Miller Mcnish & Breedlove Pllc Charlotte NC 06/2017 01/2021
Opsahl Dawnson & Company Advisors Vancouver WA 01/2021 10/2023
Pathway To Prosperity Charlotte NC 01/2024 05/2024
Provident Cpas Pllc Tulsa OK 05/2024 10/2024
Telos Family Office Charlotte NC 10/2024 Present
Telos Wealth Management, Llc Weddington NC 10/2024 Present
  • 04/2016 → 06/2017
    Enpro
    Charlotte, NC
  • 06/2017 → 01/2021
    Miller Mcnish & Breedlove Pllc
    Charlotte, NC
  • 01/2021 → 10/2023
    Opsahl Dawnson & Company Advisors
    Vancouver, WA
  • 01/2024 → 05/2024
    Pathway To Prosperity
    Charlotte, NC
  • 05/2024 → 10/2024
    Provident Cpas Pllc
    Tulsa, OK
  • 10/2024 → Present
    Telos Family Office
    Charlotte, NC
  • 10/2024 → Present
    Telos Wealth Management, Llc
    Weddington, NC
Designations
Other Names
  • Mary Philipps

View on SEC IAPD

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