Arnold "Trey" Dorman, III

    Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Strategies, Risk Management Strategies, Retirement Income Planning, Group Benefits, Financial Education, Business Succession Planning, Estate Planning, Military, College Funding Strategies, Charitable Giving, LGBTQ

    Languages: English

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

    I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.


    Troy University

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    Magnolia Wealth Strategies - Birmingham

    Satellite Office

    3800 Colonnade Parkway Suite 600
    Birmingham, AL 35243-2304

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