Jonathan Dorsey, CFP®

Wealth Advisor

Jonathan has over 12 years of experience helping clients with investment and financial planning. He is an Assistant Vice President at Burke & Herbert Bank and holds Series 7 and Series 66 securities registrations through LPL Financial, as well as the West Virginia Life and Health Insurance license. Jonathan obtained his MBA with a specialization in Personal Financial Planning from Indiana Wesleyan University and earned CERTIFIED FINANCIAL PLANNER™ certification in 2021.

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