 Paula
Dorion-Gray, a Certified Financial Planner, has 25 years experience.
Since 1981, her client base has grown to include entrepreneurs,
closely-held business owners, corporate executives, educators, managers,
craft employees, entertainers and professionals. The variety of issues
encountered servicing this diverse client base gives Paula the expertise
to effectively counsel any situation.
Paula holds a deep
commitment to establishing a confidential and trusting relationship with
every client. Her many long-term relationships are the result of a
dedication to quality service.
Her philosophy
emphasizes the importance of understanding a client's entire financial
profile. The success of this approach led her to develop The Total
Vision Approach™ process. The Total Vision Approach™ helps clients
to create the financial security they need to retire and do the things
they want to do.
Since entering the
industry, Paula has made the conscious decision to maintain an
independent status. This allows her the freedom to utilize a variety of
resources and services to achieve a client's goals.
In December of 2005, Paula was elected to Research
Magazine’s Financial Advisor Hall of Fame. Since it inception 15
years ago, only 78 advisors have received this special honor. In 2004,
Paula also received the Athena Award. This award is given to
women who demonstrate successful leadership in both business and the
community.
As a contributing
columnist, Paula's columns on topical "Personal Financial Issues" appear
regularly in the Northwest Herald. She is regularly interviewed and
quoted on TV, radio, and in newspapers. Paula is President of The Rotary
Club of Crystal Lake Dawnbreakers, Chairperson for the Planned Giving
Committee of the Centegra Foundation, and Vice President of the Raue
Center for the Arts.
*Registered
Representative, Securities America, Inc. |
