Doug Mcculley work email
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Doug Mcculley personal email
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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.
Focus Partners Wealth
View- Website:
- buckinghamstrategicpartners.com
- Employees:
- 123
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Wealth AdvisorFocus Partners WealthFlower Mound, Tx, Us -
Wealth AdvisorBuckingham Strategic Wealth Jul 2013 - PresentDallas/Fort Worth AreaWe 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. -
Senior AdvisorJwa Financial Group, Inc. Jun 2012 - Jun 2013Dallas/Fort Worth AreaDoug 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 -
Senior Wealth ManagerUsaa Oct 2009 - Jun 2012Doug 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. -
Financial PlannerUsaa May 2004 - Sep 2009With 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
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Economics
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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Doug Mcculley
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