Greta L. Dotson
Employee-Direct Retirement Services Client Administrator
serves as the firm’s Employee-Direct Retirement Services program
client administrator. She works with new clients during the initial set up process, as well as
rebalancing accounts and making investment model changes when requested by clients. Greta attended
school in Asheville, North Carolina studying business management. Prior to joining Advisor Financial
in 2000, she worked at Lockheed-Martin, earning certificates in quality assurance, management and
supervision. Greta enjoys volunteering with her church and spending time with her family.