

Area of Focus: Exit Planning — Bus. Owners, Financial Planning – Physicians
Designations: CFA, CFP, CLU, ChFC
Advisor is licensed/registered to do business with U.S. residents in the states of: OH
Securities offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through John D. Dovich & Associates, LLC, a Registered Investment Adviser. NFP Securities, Inc. is not affiliated with John D. Dovich & Associates, LLC.
John D. Dovich & Associates, LLC and the FIVE STAR Program are not affiliated.
Individuals Pictured within the video are not John D. Dovich & Associates, LLC clients. Actual client results and experiences will vary.
Left to right: Two-Year Winner Tom Lalley, Two-Year Winner John Dovich Back Row: Laura Maxwell, Matt Malafa, Jennie Richards, Lisa Poston, Steve Cox and Clare Rowshed

FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.
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