Austin, TX Shoalmont Office

David Dormady is a CFP® with 37 years of experience in the financial industry. He is currently with OSAIC, where he has worked since 2023, and previously held a position at Sagepoint Financial, Inc. since 2009. Dormady is also a member of Dormady Financial LLC, a business related to his advisory activities. OSAIC serves a wide range of retail and institutional clients, including high-net-worth individuals and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Joyce Dormady is a CFP® professional with 48 years of experience in the financial industry, currently advising clients at Osaic Wealth, Inc. since 2023. She previously worked at Sagepoint Financial, Inc. for 14 years. Dormady operates Dormady Financial LLC, which handles tax-related matters for her advisory activities. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to construct and manage diversified portfolios.