Company

Dovetail Financial

Financial Services United States 6 employees

Employees: 6
Contacts: 3
Emails: 3
Phones: 3

www.dovetailfin.com LinkedIn

Dovetail Financial Overview

Headquarters: United States
Website: www.dovetailfin.com
Industry: Financial Services
Employees: 6
Founded: 2025
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wilmington

About Dovetail Financial

At Dovetail Financial, we believe financial planning isn’t just about numbers—it’s about your life, your values, and your peace of mind. Our mission is simple: to help you worry less about what could go wrong so you can focus on what truly matters. That’s why we take a human-first approach, ensuring every financial decision is deeply connected to your unique story and priorities.

Dovetail Financial Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 3; 75.0% coverage

Dovetail Financial Org Chart

Sample employees and titles

Name	Title	Location	Contact
Ross Marino, Cfp®, Ceft®	Financial Planner, Social Entrepreneur	Wilmington, North Carolina, United States	View
Elisabeth Troutman	Chief Operating Officer at Dovetail	Wilmington, North Carolina, United States	Email Phone
Trey Dowdy	Cco - CFO at Dovetail Financial	Wilmington, North Carolina, United States	Email Phone
Michael Giblin	Certified Financial Planner at Dovetail	Wilmington, North Carolina, United States	Email Phone