Back in 1979, Pat Dodds set out to create something special with the establishment of DODDS WEALTH ADVISORS, INC., an independent firm that now plays a key role under Money Concepts Capital Corp. The heart of their mission is to help clients not just achieve financial freedom but also feel like they’re part of one big family. Over time, this family vibe has grown, with Pat and Sharon Dodds bringing in members from their own families to enrich the team across advisory roles, marketing, and operations.
Situated along the scenic Jacksonville Beach in Florida, DODDS WEALTH ADVISORS has built a reputation for nurturing close personal relationships with clients. They believe that treating every client like family creates deeper trust and stronger partnerships. The firm stays sharp, constantly keeping an eye on market shifts and regulations to spot new opportunities that best serve their clients' interests.
Their home base is at 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE BEACH, FL-a place where they’ve been active since filing with the number P14000053457. At the helm are Brian P Dodds as President and Sarah M Dodds as Vice President, guiding the firm with a keen eye on maintaining that cherished trust with their clientele. If you’re curious to learn more about what makes DODDS WEALTH ADVISORS unique, visit their website at [doddswealthadvisors.com](http://www.doddswealthadvisors.com).
KEY FACTS ABOUT DODDS WEALTH ADVISORS, INC.
-
US Businesses
-
Companies in Florida
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Duval County Companies
- Company name
- DODDS WEALTH ADVISORS, INC.
- Status
- Active
- Filed Number
- P14000053457
- FEI Number
- 47-1160715
- Date of Incorporation
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June 19, 2014
Age - 13 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- https://doddswealthadvisors.com
- Phones
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(937) 592-0200
(904) 834-2049
(937) 592-0947
(904) 834-2051
DODDS WEALTH ADVISORS, INC. NEAR ME
- Principal Address
- 1400 MARSH LANDING PKWY.,
SUITE 105,
JACKSONVILLE BEACH,
FL,
32250,
US
See Also