Dovetail Financial Group LLC

Michael Giblin is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Dovetail Financial Group LLC in Wilmington, NC. He has previously worked at Raymond James Financial Services Advisors, INC. and has been a faculty member at the Cameron School of Business, UNCW since 2010. Outside of his advisory role, he is involved with the Landfall Country Club's Charity Grants Committee. Dovetail Financial Group LLC provides investment management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and small businesses. The firm uses a disciplined approach including mutual funds, ETFs, and third-party managers, and manages approximately $259 million in assets with a two-advisor team.

Jeffrey Kirkpatrick is a financial advisor at Dovetail Financial Group LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Transitus Wealth Partners, Hamilton Investment Counsel, LPL Financial, and Sterne Agee. Outside of his advisory role, he serves as president of two business entities that are unrelated to investment activities. Dovetail Financial Group provides investment management, model-portfolio services, financial planning, and consulting to individuals, pension plans, charitable organizations, and small businesses. The firm employs a disciplined approach involving client interviews, quarterly monitoring, and annual rebalancing, utilizing mutual funds, ETFs, third-party managers, and long-term strategies.

Ross Marino is a CFP® professional with 36 years of industry experience currently serving at Dovetail Financial Group LLC. He has held positions at Raymond James Financial Services and founded The Marino Group, where he remains CEO. Marino is also involved as an officer and CEO of Advisor2X, a company that hosts meetings and conferences for financial advisors, and serves on the board of the Financial Transitionist Institute. Dovetail Financial Group LLC provides investment management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and small businesses. The firm employs a disciplined approach with model portfolios, mutual funds, ETFs, and third-party managers, managing a sizable asset base with a small team.