Tammy S. Doll, FPQP®

Client Service Associate

About Tammy S. Doll, FPQP®

Tammy serves as a Client Service Associate and Paraplanner on C.H. Dean’s wealth management team, where she helps ensure a smooth and supportive experience for every client. From onboarding and opening accounts to handling transactions and service requests, Tammy brings both precision and warmth to each interaction.

With nearly 30 years of experience in financial services—including roles at Union Savings Bank, Fifth Third Bank, and Fidelity Investments—Tammy has developed a deep understanding of client needs and how to meet them. At Fidelity, she held her Series 7 and 63 licenses and worked with both institutional and retail clients, giving her a broad perspective on delivering exceptional service.

A proud graduate of Wright State University with a B.A. in Finance, Tammy recently expanded her responsibilities to include paraplanning. This additional focus allows her to support clients and advisors more comprehensively as part of the firm’s commitment to a high-touch experience.

When she’s not at work, Tammy enjoys baking, diving into true crime stories, and spending quality time with her family.

Dean is like a family, and I felt welcomed and embraced immediately. They care about the team as much as they care about their clients. I love helping individuals & families reach their goals and that is what Dean is all about.