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Doug Frye - Wealth Strategist π Email & Phone Number
Wealth Strategist
at
Spinnaker Financial
1 work email found
@ebranding4.com
2 phones found area 434
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Strategist
Location
Hickory, North Carolina, United States
Who is Doug Frye - Wealth Strategist π? Overview
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Quick answer
Doug Frye - Wealth Strategist π is listed as Wealth Strategist at Spinnaker Financial, based in Hickory, North Carolina, United States. AeroLeads shows a work email signal at ebranding4.com, phone signal with area code 434, and a matched LinkedIn profile for Doug Frye - Wealth Strategist π.
Doug Frye - Wealth Strategist π previously worked as Investment Advisor Representative at Hornor, Townsend & Kent and Executive Director at United Financial Freedom. Doug Frye - Wealth Strategist π holds Bachelor Of Arts, Economics from University Of North Carolina At Charlotte.
Company email context
Email format at Spinnaker Financial
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*@ebranding4.com
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AeroLeads found 1 current-domain work email signal for Doug Frye - Wealth Strategist π. Compare company email patterns before reaching out.
Profile bio
About Doug Frye - Wealth Strategist π
As a business owner or professional, you sacrifice years to build your career and succeed financially from your efforts. While focusing on your career, a significant amount of your wealth can be unknowingly lost by "Wealth Drains". These losses come from Taxes, Fees, and unnecessary risks that can siphon away your financial future by potentially over a million dollars. You deal with the issues of..β Wondering if you are making the correct retirement planning choices?β Managing the current lifestyle needs while trying to save for retirement.β Questioning the "blind spots" that could derail your current plan.With the demands of your career, there is little time to...π€·ββοΈ Search hours on Google & YouTube to find financial advice that may not be appropriate.π€·ββοΈ Manage multiple sites "checking-in" on what your investments are doing.π€·ββοΈ Find a trusted resource that can understand your needs and align with your goals.Once our strategies are implemented my clients now effectively:π° Understand the advantages of balancing Market Risk within their investment portfolio.π° Add "L.U.C.K." to their Finances Picture (Liquidity, Use, and Control with Knowledge)π° Feel Confident with the suitable mix of "Statement Wealth" & "Contract Wealth".You may have up to 30 years of debt. Have you positioned your family to match that debt with up to 30 years of income?Financially you may have "checked all the boxes" and followed all the conventional advice, so whatβs next? Now is the time for a "Financial Swing Coach" to help eliminate any uncertainty and work to find the monies you are unknowing and unnecessarily losing to the Government and Wall Street. If you are ready to learn the proper "Financial Swings" to develop lasting wealth, message me through LinkedIn or schedule a quick 15-minute Coffee Chat to discuss your specific goals or concerns.My calendar: https://www.dougscalendars.com/15-min-coffee-chat-dougDoug FryeWealth Strategistdoug@spinnakerfin.com828-358-3225
Listed skills include Retirement Planning, Investments, Small Business, Strategic Financial Planning, and 37 others.
Current workplace
Doug Frye - Wealth Strategist π's current company
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7 roles
Doug Frye - Wealth Strategist π work experience
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Wealth Strategist
CurrentAs the Co-Founder and Financial Strategist at Spinnaker Financial, I help business leaders and clients develop efficient retirement strategies by minimizing taxes, destructive debt, and risk in the market, We accomplish this while not losing focus on preserving income into retirement and growing wealth.
Aug 2002 - Present
Investment Advisor Representative
CurrentLinkedIn is unaffiliated with Hornor, Townsend & Kent LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances..
Nov 2023 - Present
Executive Director
Current
Dec 2006 - Present
Investment Advisor Representative
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Spinnaker Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Jan 2022 - Nov 2023
Vice President
Senior Mortgage Originator and Manager of over 60 Mortgage professionals nationwide. Personal mortgage production, loan officer recruitment, and management of mortgage professionals to insure maximum production and personal professional development.
Aug 2001 - Jan 2008
National Sales Director
Development of strategic sales relationships with primarily Fortune 500 Financial Services Companies. Help corporate organizations discover and develop long term goals in their ecommerce strategies. Understanding thier needs and developing customized solutions through the strategy, programming, intergration, and hostng services of Qwest Internet Serv ices.
Jul 1999 - Jul 2001
2 education records
Doug Frye - Wealth Strategist π education
Bachelor Of Arts, Economics
University Of North Carolina At Charlotte
Education record
South Caldwell High School
FAQ
Frequently asked questions about Doug Frye - Wealth Strategist π
Quick answers generated from the profile data available on this page.
What company does Doug Frye - Wealth Strategist π work for?
Doug Frye - Wealth Strategist π works for Spinnaker Financial.
What is Doug Frye - Wealth Strategist π's role at Spinnaker Financial?
Doug Frye - Wealth Strategist π is listed as Wealth Strategist at Spinnaker Financial.
What is Doug Frye - Wealth Strategist π's email address?
AeroLeads has found 1 work email signal at @ebranding4.com for Doug Frye - Wealth Strategist π at Spinnaker Financial.
What is Doug Frye - Wealth Strategist π's phone number?
AeroLeads has found 2 phone signal(s) with area code 434 for Doug Frye - Wealth Strategist π at Spinnaker Financial.
Where is Doug Frye - Wealth Strategist π based?
Doug Frye - Wealth Strategist π is based in Hickory, North Carolina, United States while working with Spinnaker Financial.
What companies has Doug Frye - Wealth Strategist π worked for?
Doug Frye - Wealth Strategist π has worked for Spinnaker Financial, Hornor, Townsend & Kent, United Financial Freedom, Brookstone Capital Management, and Carteret Mortgage Corporation.
How can I contact Doug Frye - Wealth Strategist π?
You can use AeroLeads to view verified contact signals for Doug Frye - Wealth Strategist π at Spinnaker Financial, including work email, phone, and LinkedIn data when available.
What schools did Doug Frye - Wealth Strategist π attend?
Doug Frye - Wealth Strategist π holds Bachelor Of Arts, Economics from University Of North Carolina At Charlotte.
What skills is Doug Frye - Wealth Strategist π known for?
Doug Frye - Wealth Strategist π is listed with skills including Retirement Planning, Investments, Small Business, Strategic Financial Planning, Team Building, Sales, Finance, and Financial Services.
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