Throughout his 30+ years in the financial services industry, Douglas has developed extensive experience in the areas of investment strategies, retirement planning, education funding strategies, corporate and individual benefits coordinating and estate conversation and analysis. His goal is to provide tailored financial services to his clients and remains focused on helping them to organize, protect, grow and preserve their wealth. This is done by using advanced investment, retirement and education funding strategies.

Douglas’ commitment to developing and maintaining long-term relationships runs alongside his pursuit of excellence and utilizing the highest ethical standards. He has attained many prestigious industry honors, including the Million Dollar Round Table Member. In addition, Douglas is a Leaders Lifetime member, Hall of Fame Qualifying member, New England Securities ADG Inner Circle member and National Association of Insurance and Financial Advisors (NAIFA) member.

A graduate of Watkinson School and Clark University, Douglas is also a registered representative and holds several securities licenses including Series 6, 22, 63 and 65.