Wealth Management Advisor
Gavin
's Story
Gavin Dooley is a Financial Advisor at Apollon Wealth Management in Charleston, specializing in providing tailored financial solutions to medical professionals, business owners, and retirees. With a strong commitment to delivering comprehensive wealth management, Gavin focuses on investment advisory, insurance planning, and estate strategies to help his clients achieve their financial goals. He takes a "lead with planning" approach, ensuring every client receives a personalized plan that addresses their unique needs and circumstances. Gavin’s expertise includes optimizing retirement contributions, managing complex stock positions, and developing succession strategies for business owners. His client-focused practice is complemented by his active engagement in the Charleston community and his commitment to lifelong learning.
About
Apollon Wealth Management
Apollon Wealth Management is a fee-based advisory firm registered as an investment advisor with the SEC, dedicated to providing personalized wealth management solutions for affluent individuals, families, and business owners. Their approach emphasizes open and honest communication to understand clients' financial situations, aspirations, and concerns, enabling the development of tailored strategies that align with each client's unique goals. By adhering to a fiduciary standard, Apollon Wealth Management ensures that clients' interests are always prioritized, fostering trust and transparency throughout the financial planning process.
Location
Charleston, SC
Expertise
Investment Advisory, Insurance services (Life, Disability, and Long-term Care Coverage), Medical Professionals (Student Loan Strategies), Business Owners (Business valuation, Liquidity Planning, and Exit Strategies), and Retirement Planning
Interests
Charleston Community, Financial Empowerment, Hosting Events
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