Darin Doty

Client Service Associate

•    1996-2009 Financial Administrator/Estate Manager – Herlee Management Corp. Inc. 
•    2002 Graduated from Florida Atlantic University with a Bachelor of Science in Finance
•    2003-2008, 2017-2020 Independent Financial Consultant – Primerica Financial
•    2013 Graduated from Boston University with an Advanced Certificate in Financial Planning
•    2018 Earned his CFP® Designation
•    2019-2020 Virtual Paraplanner/CFP® - Bourke Wealth Management
•    Married, father of 2 teenage children, which are his number one priority
•    Has a second home in Mexico
•    Is a closet musician with a fondness for “Old School” Rock & Blues
•    Is a part time fitness buff
•    Does work in Central America, helping business leaders develop their English skills for international business
•    Is a member of the volunteer program of The CFP Board

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