Our Qualifications

Chris Doone entered the financial services field in 2000 as a financial assistant to a local advisor and accounting firm in Boca Raton.  She obtained her Series 7, Series 66 and Life, Health and Annuity license 215 within her first 2 years of employment and was affiliated with Questar Capital Corporation in 2002,  In March, 2019 she affiliated with Woodbury Financial Services, Inc.  As an Independent Agent, Chris strives to find opportunity for her clients to help them meet their short and long term goals. 


As a true professional and trusted Financial Advisor, Chris Doone specializes in retirement strategies, Trusts and Wealth Transfers, Estate Planning and working with novices that have either inherited finances or were awarded insurance or other settlements.  We pride ourselves in educating our clients and encouraging them to be proactive with their personal and professional investments goals and dreams.


 


Chris holds Professional Designations including her Series 7 and Series 66 and is a Qualified Representative licensed to sell a variety of investment and insurance products, including Stocks, Bonds, Mutual Funds, Life Insurance and Fixed or Variable Annuities.




She is dedicated to developing lasting relationships with all of her clients.  She believes in helping you assess both your current situation and your future financial goals to help you determine the next appropriate steps. And she trusts and expects you to participate in the management of your personal and professional finances.



One of the benefits of working with Chris is her ability to provide clear, easily understood explanations of the financial products and services she offers. 


 


Please call her for a free no-obligation consultation. She values the opportunity to work with you at every level of your financial journey. Call today at (561) 338-8847 to schedule your insurance review or your financial investment review appointment.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck