Doug Mcculley

Doug Mcculley Email and Phone Number

Wealth Advisor @ Focus Partners Wealth
Flower Mound, TX, US
Doug Mcculley's Location
Dallas-Fort Worth Metroplex, United States
Doug Mcculley's Contact Details

Doug Mcculley personal email

About Doug Mcculley

Doug McCulley is an experienced wealth management professional. During his career he has served in primary advisor roles. After moving to Dallas to help form one of the first USAA Wealth Management offices nationwide, Doug became part of a top wealth management firm in Dallas in joining JWA Financial Group, Inc. July 2013, JWA joined forces with Buckingham Strategic Wealth.

Doug Mcculley's Current Company Details
Focus Partners Wealth

Focus Partners Wealth

View
Wealth Advisor
Flower Mound, TX, US
Employees:
123
Doug Mcculley Work Experience Details
  • Focus Partners Wealth
    Wealth Advisor
    Focus Partners Wealth
    Flower Mound, Tx, Us
  • Buckingham Strategic Wealth
    Wealth Advisor
    Buckingham Strategic Wealth Jul 2013 - Present
    Dallas/Fort Worth Area
    We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, nonprofit organizations, health care professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. What I post here is my opinion, not the opinion of my employer.What I post on here is my opinion, not the opinion of my employer.
  • Jwa Financial Group, Inc.
    Senior Advisor
    Jwa Financial Group, Inc. Jun 2012 - Jun 2013
    Dallas/Fort Worth Area
    Doug McCulley became part of a top wealth management firm in Dallas in joining JWA Financial Group, Inc. after being with USAA for 8 years. Doug is a Senior Advisor at JWA, advising clients in creating and growing wealth, preserving and protecting wealth, transferring wealth during their lifetimes and distributing wealth at death in the most tax-efficient manner. July 2013, JWA joined forces with Buckingham Strategic Wealth.6200 LBJ Freeway, Suite 180 Dallas, TX 75240 972-661-3355
  • Usaa
    Senior Wealth Manager
    Usaa Oct 2009 - Jun 2012
    Doug was promoted to the top advisor role at USAA, served affluent families and developed complex financial plans. Continuing in the USAA tradition of excellent service to members, Doug attained among the top member satisfaction surveys among all Wealth Managers and finished his career at USAA in the top 5% of Wealth Managers.
  • Usaa
    Financial Planner
    Usaa May 2004 - Sep 2009
    With significant experience in risk management, estate planning and portfolio construction, Doug helped USAA members nationwide address their unique financial challenges and opportunities through a disciplined process.

Doug Mcculley Education Details

Frequently Asked Questions about Doug Mcculley

What company does Doug Mcculley work for?

Doug Mcculley works for Focus Partners Wealth

What is Doug Mcculley's role at the current company?

Doug Mcculley's current role is Wealth Advisor.

What is Doug Mcculley's email address?

Doug Mcculley's email address is wa****@****ail.com

What schools did Doug Mcculley attend?

Doug Mcculley attended The University Of Texas At Arlington.

Who are Doug Mcculley's colleagues?

Doug Mcculley's colleagues are Gene Burns, Michael Ozburn, Cfp®, Mark Kalinowsky, Erica Brown, Seng Saechao, John Panem, Lauren Fiala.

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