Alan J. Dole joined Equity Concepts in 2004 and became a shareholder in 2006. He offers 25 years of corporate finance and management experience and over 10 years of experience in the financial services industry. He specializes in family financial and retirement planning. As of 2017, Alan has been named a Five Star Professional Wealth Manager¹ for five years running and is a Social Security expert and consultant.
Alan received a Bachelor of Arts degree in history and a Master of Business Administration degree in finance and marketing from the University of Rochester. He holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65 and is licensed in 14 states.
Alan enjoys spending time with his wife Rhonda and their two children. He is actively involved in Restoration Church and the Rotary Club of Mechanicsville, Virginia, and recently joined the West Richmond Businessman’s Association. Alan is a member of the University of Rochester Alumni Association, an Eagle Scout and spends his free time traveling, golfing, hiking, reading and singing in his church choir.
¹To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third-party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.
