Douglas Olmstead

Douglas Olmstead Email and Phone Number

Senior Financial Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Douglas Olmstead's Location
Tacoma, Washington, United States, United States
Douglas Olmstead's Contact Details

Douglas Olmstead personal email

n/a
About Douglas Olmstead

Doug joined Merrill Lynch Wealth Management in 2011 as a Financial Advisor. Previous to that, he successfully started and grew a real-estate appraisal company that he owned and operated for 10 years.Growing up in the Federal Way area, Doug graduated from Decatur High School before going on to Central Washington University where he earned a finance degree.He is currently on the Board of Directors for Puyallup St. Francis House. Doug and his wife, Jayne, reside in South Hill Puyallup, where they raised their two grown children. When he is not focused on work, he enjoys sports, being involved in his community, and spending time with his family.Doug, and his team, The OZ Group, use a client centered, goals-based approach to help clients add confidence in and remove emotion from their family's multi-generational financial picture.We focus on life, investment, and retirement planning as a foundation to help clients identify and prioritize their ever-changing needs and goals.When we have an understanding of your goals we develop tailored financial strategies to help achieve those goals. We strive to consistently meet or exceed client expectations through regular communication, tracking and guidance.

Douglas Olmstead's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Senior Financial Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Douglas Olmstead Work Experience Details
  • Merrill Lynch Wealth Management
    Senior Financial Advisor, Vice President
    Merrill Lynch Wealth Management May 2011 - Present

Douglas Olmstead Education Details

  • Central Washington University
    Central Washington University
    Bachelor'S Degree

Frequently Asked Questions about Douglas Olmstead

What company does Douglas Olmstead work for?

Douglas Olmstead works for Merrill Lynch Wealth Management

What is Douglas Olmstead's role at the current company?

Douglas Olmstead's current role is Senior Financial Advisor.

What is Douglas Olmstead's email address?

Douglas Olmstead's email address is ol****@****ast.net

What schools did Douglas Olmstead attend?

Douglas Olmstead attended Central Washington University.

Who are Douglas Olmstead's colleagues?

Douglas Olmstead's colleagues are Joseph Dever, George Moore, Abigail Jenkins, Billy Le, Jaime Mariscal, Cfp®, Priyanshu Singh, Stephen Nett.

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