Douglas Fish
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Douglas Fish Email & Phone Number

Senior Vice President and Wealth Management Advisor at Merrill Lynch Global Wealth Management
Location: Walnut Creek, California, United States 4 work roles 1 school
1 work email found @ml.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Role
Senior Vice President and Wealth Management Advisor
Location
Walnut Creek, California, United States
Company size

Who is Douglas Fish? Overview

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Quick answer

Douglas Fish is listed as Senior Vice President and Wealth Management Advisor at Merrill Lynch Global Wealth Management, a company with 45157 employees, based in Walnut Creek, California, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Douglas Fish.

Douglas Fish previously worked as President & CEO at Mypersonal, Inc and VP Business Development at Anysoft, Inc. Douglas Fish holds Bs & Mba, Engineering And Business from Washington University In St. Louis.

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{first}_{last}@ml.com
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Profile bio

About Douglas Fish

Douglas, ChFC® is a founding partner of The Fish Group at Merrill Lynch which combines over a century of financial experience. The team works closely with select clientele as they deliver their proven Legacy Wealth Management System consisting of Education, Planning and Investments. They guide families through life events, college education, philanthropic giving strategies, liquidity events, establishing a family legacy and realizing their retirement aspirations.Douglas is an experienced entrepreneur and executive both in the US and abroad. He has funded and managed numerous technology companies. Working with The Fish Group and Merrill Lynch he successfully IPO'd one of his startups on NASDAQ.

Current workplace

Douglas Fish's current company

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Merrill Lynch Global Wealth Management
Merrill Lynch Global Wealth Management
Senior Vice President and Wealth Management Advisor
new york, new york, united states
Website
Employees
45157
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4 roles · 40 years

Douglas Fish work experience

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Senior Vice President And Wealth Management Advisor

Current

Northern California

Douglas, ChFC® is a founding partner of The Fish Group at Merrill Lynch. The Fish Group combines over 130 years of financial experience and is laser focused on enabling clients to achieve their families’ legacy. They work closely with their select clientele as they deliver their proven Legacy System consisting of Financial Education, Retirement Planning.

Mar 2002 - Present

President & Ceo

Mypersonal, Inc

Emeryville, CA

Douglas cofounded and raised the initial capital for MyPersonal, Inc growing the company from 2 founders to over 100+ team members. Subsequently working with the founding partners he negotiated the merger with Chek.com to create Synacor Inc which is currently publicly traded as SYNC.

1998 - 2002 ~4 yrs

Vp Business Development

Greater Boston Area

Douglas worked with the company entrepreneurs to establish the US entity, raise capital and implement strategic business relationships.

1995 - 1998 ~3 yrs

Portfolio Manager

Tel Aviv, Israel

Douglas managed the Internet and Software portfolios @ the BIRD Foundation. BIRD's mission is to fund mutually beneficial joint ventures between U.S. and Israeli high tech companies ranging from start-ups to established organizations. The cumulative sales of products developed through BIRD projects have exceeded $8 billion.

1986 - 1995 ~9 yrs
Team & coworkers

Colleagues at Merrill Lynch Global Wealth Management

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1 education record

Douglas Fish education

FAQ

Frequently asked questions about Douglas Fish

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What company does Douglas Fish work for?

Douglas Fish works for Merrill Lynch Global Wealth Management.

What is Douglas Fish's role at Merrill Lynch Global Wealth Management?

Douglas Fish is listed as Senior Vice President and Wealth Management Advisor at Merrill Lynch Global Wealth Management.

What is Douglas Fish's email address?

AeroLeads has found 1 work email signal at @ml.com for Douglas Fish at Merrill Lynch Global Wealth Management.

Where is Douglas Fish based?

Douglas Fish is based in Walnut Creek, California, United States while working with Merrill Lynch Global Wealth Management.

What companies has Douglas Fish worked for?

Douglas Fish has worked for Merrill Lynch Global Wealth Management, Mypersonal, Inc, Anysoft, Inc, and Bird Foundation.

Who are Douglas Fish's colleagues at Merrill Lynch Global Wealth Management?

Douglas Fish's colleagues at Merrill Lynch Global Wealth Management include Ryan Hartneck, Aams®, Benjamin Roberts, Todd Wahl, Cfp®, Cpwa®, Crpc™, Frederick Arnold, and Rahul Sheth.

How can I contact Douglas Fish?

You can use AeroLeads to view verified contact signals for Douglas Fish at Merrill Lynch Global Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Douglas Fish attend?

Douglas Fish holds Bs & Mba, Engineering And Business from Washington University In St. Louis.

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