Since 1999, Doug has specialized in providing financial and investment planning services to families of privately owned corporations, business professionals, and established families in Northeast Ohio. He has robust knowledge in diversified investment management strategies, in addition to delivering integrated wealth growth, maintenance and preservation strategies.With extensive financial industry experience, he has earned recognition and acknowledgement throughout his career for his commitment to client service and professional excellence. He holds his Series 7 and 24 licenses with LPL Financial and the Series 66 license with Fourth Dimension Wealth LLC.
Listed skills include Portfolio Management, Wealth Management, Wealth, Retirement Planning, and 21 others.