Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Financial Advisor at Merrill Lynch, Dorian Tolis makes listening to client needs his priority. Dorian works with clients who value a thorough approach and desire additional guidance related to their financial matters. He works with individuals, families and small business owners and focuses on retirement, legacy and college planning.
Following a consistent process, Dorian works with clients to define and pursue their goals, helping them make the right financial decisions for themselves and those who are important in their lives. He takes the time to get to know each client in order to offer advice based on a deep understanding of each individual’s wants and needs, as well as their risk tolerance, time horizon, liquidity needs and overall investment goals. Each situation is then evaluated to come up with customized strategies. Recommendations are offered and relationships continued with detailed reviews to make sure strategies stay on track. Investing is not a static process and Dorian works with clients to adjust portfolios as economic and personal circumstances change in order to help them feel confident with pursuing their financial goals.
Prior to joining Merrill Lynch in 2012, Dorian worked for IDEXX Laboratories. In his role as part of an immunological research team he worked on antibody detection tests for various diseases, creating matrices for experimental variable separation. Dorian utilizes his experience with the analysis of complex systems in his role directing the holistic planning, business owner liquidity planning, equity compensation and insurance efforts of clients.
Dorian is a graduate of Bates College where he received a BS in Neuroscience and was a member of Bates EMS, as well as a member of Sigma Xi. Upon joining Merrill Lynch Dorian completed his Series 7 and Series 66 FINRA registrations.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Your advisor is a click away within our site or mobile apps
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.