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Joy L
Series 66
Tampa, FL
Dominion Portfolio Management, Inc.
Joy Lawrence is a financial advisor at Dominion Portfolio Management, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Dominion Portfolio Management since 2013, also working at Calton & Associates, Inc. since 2023. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management that includes individual securities, ETFs, mutual funds, and third-party money managers. The firm customizes investment strategies based on client profiles and employs a combination of fundamental, technical, charting, and economic analysis.
Theresa D
Series 63, Series 65
Tampa, FL
Dominion Portfolio Management, Inc.
Theresa Dollard is a financial advisor with Dominion Portfolio Management, Inc. in Tampa, FL. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Raymond James & Associates, Valic Financial Advisors, and Calton & Associates. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm tailors investment advice to client goals and risk tolerance, utilizing fundamental, technical, and economic analysis.
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