Mary Catherine Dovel

Employer firm

Telos Wealth Advisors CRD 328209

$87.6M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

• Personal Financial Specialist

Other Names

• Mary Philipps