Welcome Colby Dotson, CFP®

Welcome Colby Dotson, CFP®

January 05, 2024

We are delighted to announce that Colby Dotson, CFP®, has recently joined our firm as an Associate Wealth Advisor. With extensive experience gained from his previous roles as a Financial Consultant at both Charles Schwab and Fidelity Investments, Colby brings a wealth of knowledge to our firm.

As our fourth CERTIFIED FINANCIAL PLANNER™ practitioner, Colby significantly enhances our planning process and client service experience. His role enables us to maintain an exceptional level of client service while expanding our capacity to assist more affluent families in navigating their complex financial situations.

Look forward to Colby's participation in our next planning meeting as he eagerly anticipates getting to know you and understanding your financial goals.

You can read his bio here: https://www.boyd-wealth.com/team/colby-dotson