Broker Check

7024 Central Avenue
Saint Petersburg, FL 33707

Jay Dolan, CFP®

(727) 346-9500

 
Client Centered

Client Centered

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Meet the Team

Welcome to LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

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Services

Services

We create strategies tailored to your goals.

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Independence

Independence

We put your needs first.

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Trust

Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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