Dorko Wealth & Estate Planning is excited to announce a promotion within our wealth team. After three years working with our financial clients as a financial associate, Samuel Dorko, is now a licensed Registered Representative taking on his own financial clients.
Sam concentrates on consolidating and managing IRA's, as well as retirement plan rollovers. While working with estate attorney Jeffrey Dorko he has also become knowledgeable in the new rules of inherited IRA's.
In February 2020 at the start of COVID Sam Dorko joined Dorko Wealth & Estate Planning as a financial associate. His warmth and communication skills with clients as well as his technical abilities were an invaluable addition to the firm during the COVID changes. He worked with the Centaurus tech department to set up our DocuSign procedures as well as virtual meetings. We were fortunate that his modernization kept us ready and able to help our clients during 2020.
Don't worry, friends, Sam will remain ready to be of service to all of our clients in impactful ways.
His credentials include:
- Graduate of Arizona State University and The Conservatory of Recording Arts and Sciences
- Series 6 registered with FINRA
- Series 63 registered with FINRA
- Licensed life insurance broker
- Registered Representative
When not in the office, Sam enjoys playing with his dogs, gaming and exploring the music scene in Philadelphia with his wife, Rachael.
Sam Dorko in a word: Insightful