Michael Dolloff

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Asbury, NJ

Credentials

Series 66

Industry experience

24 years

About

Mike Dolloff is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2009, serving in various roles including Vice President Financial Consultant and Account Executive. Prior to joining Fidelity, Mike held positions at Morgan Stanley Smith Barney and Merrill Lynch.

His professional experience spans over two decades in the financial services industry, providing expertise in financial consulting and planning. Mike holds a California Insurance License, supporting his ability to serve clients' insurance needs.

Mike emphasizes experience, dedication, and integrity in his approach to client relationships, noting that clients choose Fidelity for its brand, ethics, and access, and work with him for his personal commitment.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Liquidity event planning Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy

Occupation focus

Executive Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and workplace Advisors

2018 - Present (8 years)

Fidelity brokerage Services LLC

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matthew C

CFP®

Port Murray, NJ

True North Financial Services, LLC

Empowering People Through Financial Planning At its core, financial planning is about helping people use their resources to get the most from their time. Our financial planning process is designed to help you clarify what's most important and ensure your money is best aligned to support that vision. Knowing our goal is the compass that guides your financial path, but no direction is favorable until we know where we’re going. We operate a virtual office, providing a wealth management experience that emphasizes convenience, effectiveness, and flexibility for our clients. We'll help you feel more connected with your money and confident in your financial position. Let True North help guide you on life’s journey.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

Erin M

Series 66

Hackettstown, NJ

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Lacy P

CFP®, Series 66

Frenchtown, NJ

Edward Jones

Charitable giving & philanthropy Family Business Multi-generational wealth transfer ESG / Sustainable investing Business ownership considerations Founder/Business Owner Executive Intergenerational Families

Danika R

CFP®, Series 66

Easton, PA

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing

Hillary H

Series 63, Series 66

Easton, PA

Fidelity

Hillary Handel is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2023 to 2025, and has held several other positions within the company since 2022, including Relationship Manager and Financial Representative. Before joining Fidelity, Hillary worked at Merrill Lynch as a Senior Phone Representative and Financial Services Representative between 2020 and 2022. Her professional experience spans various aspects of financial planning and client relationship management. Hillary is licensed with a California Insurance License, enabling her to provide comprehensive financial advice and services. Outside of her professional career, Hillary has personal interests in cooking and baking, fitness, food, movies, music, and pets.

General retirement planning Debt management Cash flow / budgeting Wealth management

Kyle F

CFP®, ChFC®, Series 66

Flemington, NJ

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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