Dodi has provided financial advice & guidance to her individual and small business clients since 2002. She had a 7 year investment career at Capital One Financial Advisors and through hard work and dedication is currently an independent financial advisor with LPL Financial, something that has always been her long term career goal. This allows her to provide her clients with an unbiased financial plan solely based on her client’s needs and financial objectives.
Dodi currently holds her series 6, 7, 63, & 66 with LPL Financial. She is also licensed in life, health, disability & long term care insurance. She focuses her practice on retirement income planning, wealth protection, and wealth transfer strategies.
In her free time, she enjoys traveling, playing golf, supporting the New Orleans Saints, and being active outdoors.