65 Lasalle Road Suite 200
West Hartford, CT 06107-2374
Throughout Doug’s 30+ years in the financial services industry, he has developed extensive experience in the areas of investment strategies, retirement planning, education funding strategies, corporate benefits, and estate conservation.
Doug has attained many prestigious industry honors, including: Million Dollar Round Table Member (every year from 1997-2020), Five Star Wealth Manager Award (2013-2020), National Quality Award. In addition to 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.
Doug graduated of Watkinson School and Clark University, is a registered representative of MML Investor Services, Inc. and holds several securities licenses (Series 6, 22, 63 and 65)
Doug’s goal is to provide tailored financial services for his clients. Focusing on helping them, organize, protect, grow and preserve their wealth by using advanced investment, retirement and education funding strategies.
Doug is committed to developing and maintaining long-term relationships, while in pursuit of excellence and utilizing the highest ethical standards.
- Business Owners
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Douglas’s Licenses and Disclosures