Senior Financial Advisor
Doug Ward has dedicated 25 years to helping his clients build, manage, and protect their wealth. As Doug assists with asset allocation, investment planning, retirement planning, and estate planning strategies, he consistently centers his focus around his clients and their priorities.
Doug enjoys helping clients work toward achieving their short- and long-term goals by crafting a plan that will help keep them on track. He understands that the world of investing can be confusing, or even intimidating, and he is passionate about helping his clients navigate those complexities. Because they’ve worked hard for their money, he wants to help ensure their money works hard for them.
Doug holds a Bachelors’ Degree in Mathematics from the University of Pennsylvania, a member of the Ivy League.
Doug currently lives in New York City with his wife, Tracy, and their three daughters, Larissa, Maddy, and Samantha. He’s an avid long-distance runner, and he has completed 15 marathons since 2001 all over the Eastern seaboard.
Away from the office, Doug serves as a current board member of Jawonio Inc., and he’s a current member and former president of the Rotary Club of Pearl River. He actively supports nonprofits such as Meals on Wheels and Autism Speaks.
Senior Financial Advisor
Jim Lugo has spent over 20 years helping his clients meet their financial needs. As a specialist in estate planning strategies, retirement planning, asset allocation, and investment planning, Jim consistently crafts personalized solutions for his clients that help them take steps toward reaching their objectives.
There is nothing more satisfying to Jim than helping a client meet their financial goals. He loves the feeling that he is the “last stop” in the financial loop and that he has a hand in turning their dreams into realities. He feels passionate about building and maintaining trusted relationships with clients so they can work together to achieve those goals.
Jim holds a bachelor’s degree from Saint Thomas Aquinas College.
A first-generation American, Jim has lived in the Rockland County area of New York for over 50 years. He currently lives in Clarkstown with his wife, Maria, and two children. Jim has a deep love for the arts, especially the performing arts, and sits on the investment committee for the Bergen County Players.
An active member of his community, Jim is a member of the board of directors of Big Brothers Big Sisters of Rockland County. He is also the former treasurer and current board member of Elmwood Community Playhouse, New City Rotarian, and he and his family regularly volunteer at Meals on Wheels of Rockland County.