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portrait of Doris Muller
FINANCIAL ADVISOR

Doris Muller

AAMS™
300 State St E Suite 102, Oldsmar, FL 34677opens in a new window
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About Doris

My mission is to positively impact the lives of individuals, families, and businesses by helping them organize, protect, and eventually transfer their wealth. I take great pride in building long-lasting, meaningful relationships with my clients and guiding them toward achieving their financial goals.

My practice is dedicated to supporting clients through key life transitions, such as marriage, divorce, retirement planning, estate considerations, and inheritance.

We work with clients who share common financial characteristics, and if any of the following describe your situation, we may be well-suited to assist you:

• You have investable assets of $250,000 or more.
• You are within 10 years...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Divorce Finances
  • Hispanic Family Finances

Work History

  • Edward JonesJanuary 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St John's University-New YorkBachelor of Science

Team Members

  • Steven Negron
    Branch Office Administrator
  • Lauren Suarez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:30PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(813) 580-5367

Fax

(844) 818-3255

Office Address

300 State St E Suite 102
Oldsmar, FL 34677opens in a new window

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