Dottie Bourlier


Wealth Advisor

2000 S. Patrick Dr., Suite 6
Indian Harbour Beach, FL 32937

Dottie Bourlier
Dottie Bourlier

Professional Certifications


About Dottie

Dottie Bourlier has always had a passion for financial planning and after more than 20 years in banking, she took the leap of faith to pursue a career in the field. Dottie was a financial planner at Baldwin & Associates before the firm joined Buckingham Strategic Wealth in 2020. She joined that team as she worked to complete the requirements for the CERTIFIED FINANCIAL PLANNER™ professional designation. The collaborative environment within the office, and with clients, enabled Dottie to share her passion for helping people.

Prior to joining the team at Baldwin & Associates, Dottie served as the CFO of a multi-billion-dollar credit union. She also serves as secretary of the Brevard County Estate Planning Council.

When she’s not in the office Dottie enjoys all outdoor activities, , especially biking, swimming and running - she has even completed a full marathon. But her greatest joy is spending time with her six children and grandchildren.