Doug is a financial advisor who specializes in retirement income planning and investment planning with a focus on risk management. While he has the knowledge and experience to help clients through many life milestones, he specializes in family financial planning. He works to instill confidence in his clients by crafting a game plan that shows them the necessary steps needed to pursue financial success.
Doug has over 26 years of experience in the financial services industry, having spent over a decade at Merrill Lynch. He graduated from Quinnipiac University and holds his FINRA Series 7 and 63 through LPL Financial, 65 securities licenses through Coburn Financial and his life insurance license.
Doug quickly learned that working with clients was the most rewarding aspect of his job. He loved listening to their personal needs and crafting investment strategies accordingly. This passion is what motivated him to become an independent advisor and he enjoys working closely with families and serving in a fiduciary capacity to his advisory clients. Doug and his partner, David Neal, both operate under the same ideology: serve their clients first, last, and always.
When not in the office, Doug enjoys spending time with his family, golfing, traveling, and coaching his son’s soccer team.