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Scott D

Series 63, Series 65

Lansing, MI

Ataraxis Advisors LLC

Scott Dorer is a financial advisor with Ataraxis Advisors LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Managed Money Concepts and Securities America, Inc., alongside operating as an insurance agent since 1986. He is also a notary public for Ingham County, Michigan. Ataraxis Advisors LLC serves individual investors, high-net-worth clients, trusts, pension plans, and corporate entities by providing financial planning, consultations, seminars, and portfolio management through various program structures. The firm employs a long-term investment approach using mutual funds, model portfolios, separately managed accounts, and unified managed accounts, often utilizing third-party platforms and sub-advisors for execution and custody.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Attorney
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Ashley L

Series 66

Lansing, MI

Ataraxis Advisors LLC

Ashley Loveall is a financial advisor with Ataraxis Advisors LLC in Lansing, MI, holding a Series 66 credential and 13 years of industry experience. Prior to joining Ataraxis Advisors, she worked at Managed Money Concepts and Securities America, Inc. She is also involved in insurance sales as an owner of an insurance business. Ataraxis Advisors LLC provides financial planning, consultations, seminars, and portfolio management to individuals, trusts, estates, pension plans, and corporations. The firm uses model allocation portfolios and third-party programs to manage most client assets on a discretionary basis, with operations closely integrated with a broker-dealer and multiple investment platforms.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Attorney
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