Mr. Cameron Doty is passionate about helping individuals and families build clarity and confidence around their financial lives. At the heart of his practice is a simple commitment: to serve as a trusted advisor and partner, helping clients make informed decisions so they can focus on what matters most. Mr. Doty believes thoughtful strategy, disciplined…
Mr. Mark Purcell is responsible for the investment strategy execution of client portfolios and the support of day-to-day inquiries of high-net-worth clients. He works closely with the advisors and their clients. He also manages corporate and client-specific reporting capabilities and plays a lead role in the implementation of new technology that supports the efficiency of…
Ms. Laura Halay supports Certuity’s Florida office high-net-worth clients and families. She works with new and existing clients to service financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. Prior to joining Certuity, Ms. Halay worked at Merrill Lynch, where she focused on client account creation and customer relations. While at…
Mr. Michael Nunnally is a Director at Certuity. Prior to joining the firm, Mr. Nunnally served as a Financial Advisor at UBS, where he played a lead role in implementing advanced estate planning and wealth preservation strategies. Prior to being a Financial Advisor, Mr. Nunnally was a Wealth Planning Analyst at UBS where he partnered…