Doug has worked with Merrill Wealth Management and its predecessors for 32 years. His primary focus is working with successful professionals & business owners who amongst other things, seek a work optional lifestyle and want to secure their family legacy and look to the future with anticipation not apprehension.
Doug has his Series 7 and 63 License, Life and Health Insurance and is a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL. He was raised in Upstate New York and holds a Bachelor of Science in degree in Finance and Economics from Western New England University.
Doug and his wife of 22 years, Kim, reside in Charlton, New York with their three children Madison 20, Brayden 17, and Timothy 15. Doug enjoys cooking for his family, bike riding, golfing, fishing, and regional travel. He also volunteers for youth hockey and coaches a youth trap shooting team.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
