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 Jul 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 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 →
CL
Colette Lemarier
Colleague at Commonwealth Financial GroupBedford, New Hampshire, United States
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AG
Ali Gohlke-Schermer
Colleague at Commonwealth Financial GroupBurlington, Vermont, United States
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JM
Jeffrey Mayer
Colleague at Commonwealth Financial GroupBedford, New Hampshire, United States
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LD
Leanda Davison
Colleague at Commonwealth Financial GroupTownsville, Queensland, Australia
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AS
Alden Skillings
Colleague at Commonwealth Financial GroupWestford, Massachusetts, United States
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SR
Stephen Ross, Mba
Colleague at Commonwealth Financial GroupBoston, Massachusetts, United States
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GA
Garret Aube
Colleague at Commonwealth Financial GroupDover, New Hampshire, United States
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MS
Martha Slaight
Colleague at Commonwealth Financial GroupBoston, Massachusetts, United States
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CB
Curtis Barnes
Colleague at Commonwealth Financial GroupBedford, New Hampshire, United States
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CB
Christina Brissette
Colleague at Commonwealth Financial GroupNew Boston, New Hampshire, United States
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Colette Lemarier
Colleague at Commonwealth Financial GroupBedford, New Hampshire, United States
View →
AG
Ali Gohlke-Schermer
Colleague at Commonwealth Financial GroupBurlington, Vermont, United States
View →
JM
Jeffrey Mayer
Colleague at Commonwealth Financial GroupBedford, New Hampshire, United States
View →
LD
Leanda Davison
Colleague at Commonwealth Financial GroupTownsville, Queensland, Australia
View →
AS
Alden Skillings
Colleague at Commonwealth Financial GroupWestford, Massachusetts, United States
View →
SR
Stephen Ross, Mba
Colleague at Commonwealth Financial GroupBoston, Massachusetts, United States
View →
GA
Garret Aube
Colleague at Commonwealth Financial GroupDover, New Hampshire, United States
View →
MS
Martha Slaight
Colleague at Commonwealth Financial GroupBoston, Massachusetts, United States
View →
CB
Curtis Barnes
Colleague at Commonwealth Financial GroupBedford, New Hampshire, United States
View →
CB
Christina Brissette
Colleague at Commonwealth Financial GroupNew Boston, New Hampshire, 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 Colette Lemarier, Ali Gohlke-Schermer, Jeffrey Mayer, Leanda Davison, and Alden Skillings.
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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