Professional Designations

Wealth Advisor

Dottie Bourlier, CFP®

Dottie Bourlier has always had a passion for financial planning and after more than 20 years in banking, she took the leap of faith to pursue a career in the field. Dottie was a financial planner at Baldwin & Associates before the firm joined Buckingham Strategic Wealth in 2020. She joined that team as she worked to complete the requirements for the CERTIFIED FINANCIAL PLANNER™ professional designation. The collaborative environment within the office, and with clients, enabled Dottie to share her passion for helping people.

Prior to joining the team at Baldwin & Associates, Dottie served as the CFO of a multi-billion-dollar credit union. Dottie is a member of the National Association of Personal Financial Advisors (NAPFA) and serves as secretary of the Brevard County Estate Planning Council.

When she’s not in the office Dottie enjoys all outdoor activities, , especially biking, swimming and running – she has even completed a full marathon. But  her greatest joy is spending time with her six children and grandchildren.

Contact Dottie

Let's look at the big picture, together.