Gene Dooley
Managing Director, Partner & Wealth Manager at Steward Partners Global Advisory
- Role
- Managing Director, Partner & Wealth Manager at Steward Partners
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Gene Dooley
Gene Dooley is a Financial Advisor and Partner at Steward Partners Global Advisory. Gene’s focus is on creating strategies and solutions for high net worth individuals, their families, and their businesses, based upon the clients\' risk tolerance, time horizon, liquidity needs, and overall goals. He believes in a holistic approach to wealth management, advising clients in such areas as education and retirement planning, asset allocation, portfolio construction, and lending. Gene has been in the financial services industry since 2009, and joined Merrill Lynch Wealth Management in 2012. Prior to becoming a Financial Advisor, Gene enjoyed a successful 16 year career as both corporate sales executive and entrepreneur in the technology industry. Gene is a graduate of the College of William and Mary, with a BBA in Marketing. He earned his MBA from the Cox School of Business at Southern Methodist University. Gene is an avid tennis player and horseman. He and his wife Annie live in Austin, Texas with their two children.
Experience
Managing Director, Partner & Wealth Manager
Jul 2019 — Present · Austin, TX, US
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see \"Disclosures\" page on our
Education
Southern Methodist University
Master's Degree
1991 — 1993
College of William & Mary
Bachelor's Degree
1986 — 1990
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