Broker Check
Brian P. Dodds, CEP

Brian P. Dodds, CEP

Wealth Advisor

Brian has been counseling individuals, families, and business owners in the areas of Wealth Accumulation, Asset Protection, and Legacy Planning for over 18 years. Brian strives to inspire his clients to TAKE ACTION and control of their financial lives through a process of education, communication and individualized service that surpasses their expectations.

Brian has received numerous accolades since joining Money Concepts including membership into the firms most prestigious APEX Club in 2014. He has consistently ranked in the TOP 50 among all Money Concepts advisors worldwide. He has also been a keynote speaker at several of the Money Concepts International Planning Conferences.

Following in his father's footsteps, Brian became very interested in helping others define and achieve their financial goals and began walking beside them so that they could enjoy a better life. So in July of 2000 Brian joined the Dodds Wealth Advisors team in the small community of Bellefontaine, Ohio. Then in April of 2009 Brian took the opportunity to expand the family business to the Jacksonville, Florida area.

Brian graduated from Mount Vernon Nazarene University in May of 2000 with a Bachelor of Arts degree in Business Finance with an accounting minor. In 2006 Brian obtained his CERTIFIED ESTATE PLANNER designation/certification from the National Institute of Certified Estate Planners.

Outside of the office, Brian loves spending time with his wife Sarah and their two children, Bennett and Roman. His hobbies include traveling with family, flying as a private pilot, golfing, going to the beach, and hanging out with their two yorkies, Sadie and Reese. Brian and his family attend The Church of Eleven22 and enjoy volunteering in their community as well as going on mission trips with their church family.