Partner - Financial Advisor
Current
Jul 2010 - Present
AeroLeads people directory · profile
Robert Doak Email & Phone Number
Partner - Financial Advisor
at
Commonwealth Financial Group
1 work email found
@financialguide.com
2 phones found area 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner - Financial Advisor
Location
Milton, Massachusetts, United States
Company size
Who is Robert Doak? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robert Doak is listed as Partner - Financial Advisor at Commonwealth Financial Group, a company with 251 employees, based in Milton, Massachusetts, United States. AeroLeads shows a work email signal at financialguide.com, phone signal with area code 617, and a matched LinkedIn profile for Robert Doak.
Robert Doak previously worked as Regional Vice President at Van Kampen Investments and VP Wholesaler at Ft Portfolios. Robert Doak studied at Colby College.
Company email context
Email format at Commonwealth Financial Group
This section adds company-level context without repeating Robert Doak's masked contact details.
{first_initial}{last}@financialguide.com
86% confidence
AeroLeads found 1 current-domain work email signal for Robert Doak. Compare company email patterns before reaching out.
Profile bio
About Robert Doak
Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals. I can offer comprehensive financial strategies and/or focus on one specific area of need.I provide total financial needs analysis through a network of experienced professionals with expertise in:Advisory servicesRetirement analysis and programsEstate StrategiesEmployee benefit and retention servicesBusiness continuation strategiesTrust servicesI am a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Address: 101 Federal Street, Suite 800, Boston, MA 02110 • 617.439.4389.I am licensed to sell insurance in CA, CO, FL, IL, MA, MD, NC, NY, PA & TX and securities in CO & MA. CA license number 0H28247 (Domicile in MA).
Listed skills include Financial Services and Services.
Current workplace
Robert Doak's current company
Company context helps verify the profile and gives searchers a useful next step.
Commonwealth Financial Group
3 roles
Robert Doak work experience
A career timeline built from the work history available for this profile.
Regional Vice President
Van Kampen Investments
Aug 2008 - Jun 2010
Vp Wholesaler
Ft Portfolios
Dec 1999 - Aug 2008
Team & coworkers
Colleagues at Commonwealth Financial Group
Other employees you can reach at commonwealthfinancialgroup.com. View company contacts for 251 employees →
EE
Eric Emslie
Colleague at Commonwealth Financial Group
Baldwin, New York, United States, United States
View →
PO
Patrick O'Brien
Colleague at Commonwealth Financial Group
Boston, Massachusetts, United States, United States
View →
MK
Mike Kelley
Colleague at Commonwealth Financial Group
Mount Pleasant, South Carolina, United States, United States
View →
KL
Kenneth Lloyd Lutcf,Cltc,Aif
Colleague at Commonwealth Financial Group
Quincy, Massachusetts, United States, United States
View →
MH
Michael Heberlein, Cfp®, Ricp®, Chsnc®
Colleague at Commonwealth Financial Group
Boston, Massachusetts, United States, United States
View →
EB
Elynzia Bolduc
Colleague at Commonwealth Financial Group
Wahiawa, Hawaii, United States, United States
View →
AJ
Andrew J Burns
Colleague at Commonwealth Financial Group
Greater Burlington Area, United States
View →
KH
Kate Hornets
Colleague at Commonwealth Financial Group
Greater Melbourne Area, Australia
View →
SJ
Stephen Johnson
Colleague at Commonwealth Financial Group
Dedham, Massachusetts, United States, United States
View →
AH
Andrew Howrigan
Colleague at Commonwealth Financial Group
Greater Burlington Area, United States
View →
Eric Emslie
Colleague at Commonwealth Financial Group
Baldwin, New York, United States, United States
View →
PO
Patrick O'Brien
Colleague at Commonwealth Financial Group
Boston, Massachusetts, United States, United States
View →
MK
Mike Kelley
Colleague at Commonwealth Financial Group
Mount Pleasant, South Carolina, United States, United States
View →
KL
Kenneth Lloyd Lutcf,Cltc,Aif
Colleague at Commonwealth Financial Group
Quincy, Massachusetts, United States, United States
View →
MH
Michael Heberlein, Cfp®, Ricp®, Chsnc®
Colleague at Commonwealth Financial Group
Boston, Massachusetts, United States, United States
View →
EB
Elynzia Bolduc
Colleague at Commonwealth Financial Group
Wahiawa, Hawaii, United States, United States
View →
AJ
Andrew J Burns
Colleague at Commonwealth Financial Group
Greater Burlington Area, United States
View →
KH
Kate Hornets
Colleague at Commonwealth Financial Group
Greater Melbourne Area, Australia
View →
SJ
Stephen Johnson
Colleague at Commonwealth Financial Group
Dedham, Massachusetts, United States, United States
View →
AH
Andrew Howrigan
Colleague at Commonwealth Financial Group
Greater Burlington Area, United States
View →
1 education record
Robert Doak education
FAQ
Frequently asked questions about Robert Doak
Quick answers generated from the profile data available on this page.
What company does Robert Doak work for?
Robert Doak works for Commonwealth Financial Group.
What is Robert Doak's role at Commonwealth Financial Group?
Robert Doak is listed as Partner - Financial Advisor at Commonwealth Financial Group.
What is Robert Doak's email address?
AeroLeads has found 1 work email signal at @financialguide.com for Robert Doak at Commonwealth Financial Group.
What is Robert Doak's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Robert Doak at Commonwealth Financial Group.
Where is Robert Doak based?
Robert Doak is based in Milton, Massachusetts, United States while working with Commonwealth Financial Group.
What companies has Robert Doak worked for?
Robert Doak has worked for Commonwealth Financial Group, Van Kampen Investments, and Ft Portfolios.
Who are Robert Doak's colleagues at Commonwealth Financial Group?
Robert Doak's colleagues at Commonwealth Financial Group include Eric Emslie, Patrick O'Brien, Mike Kelley, Kenneth Lloyd Lutcf,Cltc,Aif, and Michael Heberlein, Cfp®, Ricp®, Chsnc®.
How can I contact Robert Doak?
You can use AeroLeads to view verified contact signals for Robert Doak at Commonwealth Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Robert Doak attend?
Robert Doak studied at Colby College.
What skills is Robert Doak known for?
Robert Doak is listed with skills including Financial Services and Services.
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