Maitland, FL, July 22, 2010 --(PR.com
)-- Dorman Financial Management is excited to announce the latest addition to their team, Lori Canfield. Lori joins the firm with over 15 years of financial services experience including seven years with Morgan Stanley and two years with Charles Schwab. She currently holds FINRA Series 4,7,24,53, and 63 securities licenses. Lori will oversee regulatory compliance, portfolio analysis and many other related tasks. She can be reached at email@example.com.
Dorman Financial Management’s success can be contributed to the philosophy of President and Founder, James B. Dorman, CPA/PFS, CFP®, a 30 year veteran of the industry. DFM focuses on helping clients attain financial independence through education and goal realization. “The client-advisor relationship is a personal one. We have an earnest desire to establish substantive relationships with every client, and we understand how important it is for those relationships to evolve as their wants progress,” said James B. Dorman.
An all-inclusive leading wealth management firm, DFM specializes in each aspect of wealth accumulation and preservation from traditional financial planning, retirement, estate and beneficiary planning, to educational funding, and insurance review.
Largely philanthropic, Dorman Financial Management avidly supports the Orlando metropolitan area through regular involvement with local organizations including the Ronald McDonald House, Adopt-A-Family, and Adolescent Center for Drug Free Living.
For more information, please contact Jim Dorman at 407.774.6815, or visit www.DormanFinancial.com. Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Dorman Financial Management, P.A. is not affiliated with NEXT Financial Group, Inc. 341 N. Maitland Avenue, Suite 250, Maitland, FL 32751.