Dolores, aka Dee, joined PPA in 2010 as a part time assistant to the Financial Advisors. Her background for the past 40 plus years has been in the life insurance and financial planning industry where she has worn many different hats. Over the years she has earned several industry related designations through the Fellow Life Management Institute of LOMA (Life Office Management Association).
- Provides support to the Financial Advisors in the areas of financial planning and client services specifically in the area of annuities.
- Processes annuity applications and provides customer service for all related annuity issues to our clients and advisors.
- Familiar with eMoney Advisor, which assists planners in building financial plans for their clients.
- Assists Advisors and Para Planner in gathering, reviewing, and analyzing data and preparing necessary information for client meetings.