Doug is the lead financial advisor in a practice that manages over $380 million in assets as of 06/30/2021.  Doug has been named a Premier Advisor in 11 of the last 12 years (2010-2015, 2017 -2021). Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Doug has been awarded the Forbes Best in State Wealth Advisor Award from 2018-2022. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

Doug’s specialties include investment planning for high net worth families, retirement plans for business, retirement planning, business/non-profit planning and access to money managers.

Doug started his career as a C.P.A., planning and preparing taxes for individuals and businesses.  While no longer a practicing accountant, Doug has long standing relationships with many business units and affiliates of Wells Fargo Advisors.  In addition, Doug works with outside legal, tax and insurance professionals in order to provide more holistic planning services.

Doug joined First Union Brokerage Services, Inc. (a predecessor firm of Wells Fargo Advisors) in 1996.  Before First Union, Doug worked with Merrill Lynch Private Client Group in Washington, D.C. where he learned how to run a brokerage practice and developed a fundamental knowledge of investments.  He earned a bachelor’s degree in Accounting from the State University of New York at Fredonia.
 

CA License #OH79251
 

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.