Throughout Doug's 30 years in the financial services industry, he has developed extensive experience in the areas of investment strategies, retirement planning, education funding strategies, corporate and individual benefits coordinating and estate conversation and analysis.
Doug has attained many prestigious industry honors, including: Million Dollar Round Table Member, National Quality Award. In addition to a Leaders Lifetime member, Hall of Fame Qualifying member, New England Securities ADG Inner Circle member and National Association of Insurance and Financial Advisors (NAIFA) member.
He is a graduate of Watkinson School and Clark University, a registered representative of MetLife Securities and hold several securities licenses (Series 6, 22, 63 and 65)
Doug's goal is to provide tailored financial services for his clients. Focusing on helping them, organize, protect, prow and preserve their wealth by using advanced investment, retirement and education funding strategies.
Doug is committed to developing and maintaining long-term relationships, while in pursuit of excellence and utilizing the highest ethical standards.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies