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Doug began his career in 1999 at Morgan Stanley. He earned his Certified Financial Planner designation in 2007 and has continued to evolve his practice by implementing a comprehensive approach to wealth management.
Each relationship begins with an extensive fact-finding process which is developed into a tailored personal plan through a collaboration between Doug and his clients. This plan is continuously reviewed and revised as circumstances change. This detailed approach builds steady, long-term relationships. Doug’s practice includes retirement planning, college saving, wealth transfer, as well as, investment and risk management strategies.
Doug lives in Penfield. He is a board member of the Pirate Toy Fund and a fitness instructor at Midtown Athletic Club.
E-Mail:
Phone: 585-340-2232
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