Doug has been with Merrill since 2000. His focus is on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. He facilitates long term working relationships by listening to a client's needs, working together to develop a plan toward achieving those goals, and communicating on a regular basis to help ensure that the current plan is still in line with the client's needs as things progress and change.
Doug received his Bachelor’s degree in Business from Indiana University. He volunteers his time with the Indianapolis Great Banquet Community, Gennesaret Free Clinic, and the Juvenile Diabetes Research Foundation. He currently resides in Fishers, Indiana with his wife Ally, and their two children, Isabelle and Addison.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.