People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Kevin B. Dolan, CLU®, ChFC®

Vice President

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Kevin Dolan serves as Vice President of the firm, based in the Naples, Florida office.  Working closely with the firm’s business development team, he is tasked with heading The Colony Group’s growth efforts and expanding the firm’s footprint on both the west and east coasts of Florida.  Kevin has over 20 years of industry experience and has developed valued business and personal relationships within the local community.

Prior to joining Colony, Kevin served as Principal and Managing Director at an independent boutique firm in Florida.  Kevin spent 11 years at Fidelity Investments as a Regional Consultant and was also previously a part of the counseling teams at Merrill Lynch, Dreyfus Service Corporation, and Investors Diversified Services.

Kevin earned his MBA and a Bachelor of Science from the New York Institute of Technology.  He is a Chartered Life Underwriter® and a Chartered Financial Consultant® and is a member of the Society of Financial Service Professionals.  In addition, he is a member of the Naples Chamber of Commerce and previously served as the President of the Board of Directors for the Cancer Alliance of Naples.

In his spare time, Kevin enjoys reading, spending time at the beach, and volunteering with his wife for several organizations including the American Red Cross and the Naples Community Hospital Healthcare System.

 

 

In Florida, The Colony Group is registered to do business as The Colony Group of Florida, LLC.