What Would You Like to Discuss?

Retirement may be getting closer, or something in your life or finances may have raised several connected questions. A decision in one part of life can affect the financial steps that follow.

You do not need to name a planning category before you call. The introductory conversation begins with what is happening, what led to it, and what you want help thinking through.

What Happens After You Reach Out?

01
Reach out in the way that works for you Choose a time online, call the Wilmington office, or send a brief email without sensitive financial information.
02
Talk with Bryant Lester, CFP® Share what prompted you to reach out, what you want help thinking through, and whether timing affects any of the questions.
03
Consider whether a deeper conversation makes sense The introductory call helps you and Dovetail consider whether the firm’s ongoing relationship may fit the help you want.
04
Meet the advisor who may lead your relationship If it makes sense to continue, Bryant will introduce you to Ross or another Dovetail advisor who may lead your relationship.
A complete financial file is not required for the first conversation.

How Would You Like to Connect?

Schedule an Introductory Call

Bryant Lester, CFP®, leads Dovetail’s introductory calls. He will learn what prompted you to reach out and answer initial questions about the firm.

Choose a time

Call the Wilmington Office

(910) 395-1991

Send an Email

connect@dovetailfin.com

Please do not send passwords or sensitive personal and account information by email.

Where Are Dovetail’s Offices?

Wilmington, North Carolina Headquarters

210-4 Avondale Ave.
Wilmington, NC 28403

Duluth, Georgia Office

6340 Sugarloaf Pkwy, Suite 200
Duluth, GA 30097

Meetings are available by appointment. Clients may also work with Dovetail virtually.

Ready to Connect?

Meet with Bryant and discuss what prompted you to reach out and what you want help thinking through. If it makes sense to continue, Bryant will introduce you to Ross or another Dovetail advisor who may lead your relationship.

Schedule an introductory call