Virgil Lee Dortch
Senior Financial Advisor, First Vice President - Investment Officer at Wells Fargo Advisors
- Role
- Senior Financial Advisor, First Vice President - Investment Officer at Wells Fargo Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Virgil Lee Dortch
I help others put the puzzle of their life together. Throughout my time as a Financial…
Experience
Senior Financial Advisor, First Vice President - Investment Officer
Oct 2019 — Present · Atlanta, GA, US
My clients are generally high net worth professionals, families, and organizations that need a financial professional to help them plan holistically for the long-term. I offer the intimacy and personalized attention of a boutique with the resources of a global financial services firms. I place a premium on seeking to provide attentive and tailored client service, combined with a sound process, financial advice and investment solutions.
Education
Nortch Cobb High School
Diploma, College Preparatory
1994 — 1998
WorldQuant University
Graduate Studies, Financial Engineering
2018 — 2019
Savannah State University
Bachelor of Science, Political Science and Psychology
1998 — 2002
College for Financial Planning
CRPC® (Chartered Retirement Planning Counselor℠), Chartered Retirement Planning Counselor℠
2012 — 2012
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