Brian Dobbis

Company: Lord, Abbett & Co.

Area of Expertise: Tax-qualified accounts

Website: www.lordabbett.com/en-us/financial-advisor/insights/retirement-planning.html

Topics Presented in Speeches: retirement planning, retirement income, IRAs, 401(k)s, estate planning, health savings accounts, 529 college savings plans

Email: bdobbis@lordabbett.com

Biography:

Brian Dobbis is responsible for managing Lord, Abbett & Co.’s individual retirement account (IRA) business. His areas of expertise include: IRAs, 401(k), 403(b) and 457(b) retirement plans. Dobbis joined Lord, Abbett & Co. in 2002, and held the positions of retirement consultant, retirement research associate and retirement analyst. He began his career in the financial services industry in 1997. Dobbis is a frequent guest speaker at wealth management conferences throughout the U.S. The American Society of Pension Professionals & Actuaries (ASPPA) recognizes Dobbis as a Qualified 401(k) Administrator (QKA), a Qualified Plan Administrator (QPA), a Qualified Plan Financial Consultant (QPFC) and a Tax-Exempt and Governmental Plan Consultant (TGPC). He earned a B.A. in communications from Rowan University, and is also a holder of the Series 6, Series 7, Series 24, Series 63 and Series 65 licenses.