John Dodson is a Financial Advisor with Synergy Wealth Solutions in Springfield, Missouri. He is an Investment Advisor Representative of MML Investor Services and is Series 6, 7, and 63 registered. Mr. Dodson has more than 34 years' experience in insurance and investments, advising individuals, families, entrepreneurs, and business owners.
Over the years, Mr. Dodson has found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. He and his team believe it has far-reaching benefits for their clients to get opinions from several sources with diverse backgrounds, education, and experience.
Mr. Dodson offers a comprehensive team approach to high net worth individuals, banks, and successful business owners and their legal and tax planning teams to help implement estate planning techniques, complex wealth transfer concepts, business transition strategies, executive benefits, creative uses of charitable trusts, and bank owned life insurance.
CRN202208-268963