Merry Dooley, Certified Social Security & Medicare Planner
Merry Dooley
Wealth Planning Manager, Columbia Wealth Advisors
Professional Profile
Merry Dooley is a seasoned Wealth Planning Manager at Raymond James Financial Services, located in the heart of Washington. With over a decade of experience in financial advising, Merry excels as a Senior Vice President at Columbia Wealth Advisors, where she supervises the creation of bespoke financial plans tailored for high-net-worth clients and business owners.
Having earned the NSSA® designation in Social Security planning and the IRMAA Certified Planner designation, Merry Dooley is equipped to guide clients through complex Social Security and Medicare decisions.
As a Certified Financial Planner® and a holder of the National Social Security Advisor® certificate, Merry possesses a unique blend of expertise in comprehensive financial planning and social security strategies. She is passionate about helping clients navigate complex financial challenges through holistic approaches that encompass cash management, goal funding, asset allocation, risk management, and estate planning. Merry's dedication to customizing each financial plan ensures that her clients receive unique strategies designed to optimize their retirement income and protect their wealth.
A graduate of Washington State University with a Bachelor of Science, Merry has further enhanced her qualifications by obtaining the Certified Wealth Strategist® designation from Cannon Financial. Her commitment to continuous personal and professional development sets her apart as a knowledgeable and trusted resource in wealth management. If you are seeking a reliable expert to help you achieve your financial goals and maximize your social security benefits in Washington, Merry Dooley is your go-to advisor.
Contact Merry
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.