Jeremy P. Doran
Mr. Doran provides strategic financial planning and has access to a wide range of wealth management options to assist his clients in pursuing financial independence. He spends a lot of time getting to truly understand his clients and their goals before designing and implementing a plan to help them pursue those goals.
He holds a Bachelor of Science in Mechanical Engineering with a minor in Psychology from UMass Amherst. He holds FINRA Series 7, and 66 registrations through Cetera Financial Specialists, as well as Life, Accident and Health insurance licenses. He is licensed to transact securities business with residents in Rhode Island, Massachusetts, Texas, and Virginia.
He is a member of Mensa and volunteers for the Multiple Sclerosis Society. In his free time, he enjoys triathlons, travel, and adventure (obstacle course) races.
Mr. Doran resides in North Kingstown, RI.
"I love working with a team of experts! It allows me to focus on planning and most specifically income planning as people approach retirement. Investing during retirement is very different than investing during your working years!"