About DORION-GRAY RETIREMENT PLANNING PARTNERS WITH PROFESSIONAL WEALTH ADVISORS, LLC
Seeking to deepen their bench of professional advisors and improve technology resources for clients, Dorion-Gray Retirement Planning, Inc. has announced their merger with Professional Wealth Advisors, LLC.
“The merger results in a more robust organization, more advisors, and more locations to serve our client’s wealth management needs,” explains Ann Mariani-Issel, operations manager. “Our goal was to partner with a firm which reflected our values, our financial planning focus, and our respect for clients’ needs. We found the ideal partnership with Professional Wealth Advisors, LLC (PWA).
Dorion-Gray Retirement Planning was founded more than 30-years ago by Paula Dorion-Gray and serves clients regionally and nationally from its headquarters at 2602 IL Route 176, Crystal Lake, Illinois.
PWA principals are Stephen Potts, Peter Wilmot, and Josh Gerry. The firm has offices in Des Plaines and Plainfield with a new location in Downers Grove.
Several new associates and advisors have joined the blended organization. All are focused on delivering individualized attention to every client.
To learn more about the merger and new associates, please visit their website: www.DorionGray.com, or call 800-244-9373.