Dorothy began her career in 1988 with Prudential Securities where she was a Registered Commodity Trading Associate running an agricultural futures unit. She was later with Morgan Stanley where she ran client service for senior advisors. Dorothy joined Integris in 2010 where her focus is client service and business operations.
Dorothy’s education includes having attended Butte College and having held several licenses while at Prudential Securities and Morgan Stanley. Additionally, she is a Registered Investment Advisor Representative and holds the Registered ParaplannerSM (RP®) designation awarded by the College for Financial Planning.
Outside of work you will find Dorothy spending time with her two young children and giving of her time to the Monterey Peninsula YMCA and her children’s PTA.
You can contact Dorothy at 831-620-1717
or dorothy@integriswealth.com
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