Elias Dolson
Financial Advisor at Merrill Lynch Wealth Management | Boulder, Colorado, United States
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Elias Dolson is a dedicated Financial Advisor at Merrill Lynch Wealth Management based in Boulder, Colorado, where he leverages his extensive expertise to deliver comprehensive financial solutions tailored to his clients’ unique needs. In his current role, Elias specializes in creating personalized investment portfolios that emphasize long-term growth, risk management, and sustainability. His approach integrates a deep understanding of structured finance and behavioral finance principles, enabling him to craft strategies that not only optimize wealth preservation but also align with clients’ risk tolerance and financial goals.
Elias is particularly adept at guiding individuals and businesses through complex retirement planning processes, including 401(k), IRA, and pension strategies, ensuring clients are well-positioned for a secure financial future. His proficiency in tax optimization allows him to identify opportunities for tax-efficient investing, helping clients maximize their after-tax returns while complying with current regulations.
A key aspect of Elias’s work involves developing holistic financial plans that incorporate risk management and wealth preservation techniques, safeguarding clients’ assets against market volatility and economic uncertainties. His leadership and exceptional customer service skills foster strong, trust-based relationships, enabling him to serve as a trusted advisor through all stages of his clients’ financial journeys. With a focus on tailored strategies and a commitment to ongoing education, Elias continually strives to empower his clients with the knowledge and tools necessary for sustained financial success.
Financial Advisor at Merrill Lynch Wealth Management in June 2023 to Present
Financial Advisor at Edward Jones in July 2019 to July 2021
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University of Colorado Boulder, September 2026
University of Nebraska-Lincoln, Bachelor of Science - BS, September 2026
Virginia Tech, Bachelor of Science - BS, September 2026
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Structured Finance
Behavioral Finance
Wealth Preservation
Leadership
Customer Service
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What is Elias Dolson email address?
Email Elias Dolson at [email protected] and [email protected]. This email is the most updated Elias Dolson's email found in 2026.
How to contact Elias Dolson?
To contact Elias Dolson send an email to [email protected] or [email protected]. (updated on February 12, 2025)
What company does Elias Dolson work for?
Elias Dolson works for Merrill Lynch Wealth Management
What is Elias Dolson's role at Merrill Lynch Wealth Management?
Elias Dolson is Financial Advisor
What is Elias Dolson's Phone Number?
Elias Dolson's phone (303) ***-*259
What industry does Elias Dolson work in?
Elias Dolson works in the Financial Services industry.
Elias Dolson Email Addresses
Elias Dolson Phone Numbers
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