Highly professional, Doug is committed to providing every member an investment process and service with reliability, accountability, and most of all integrity. Doug will customize an investment plan based on your individual investment profile, goals, and objectives. Working with members to help preserve capital and help build net worth, Doug strives to help increase returns while reducing or lowering risks.

The Investment Process

Doug manages portfolios and serves members using a four step process:

1. Profiling: determining the individual's needs, financial goals and investment objectives.
2. Formulating a personalized asset allocation based on short, intermediate, and long-term investment goals and objectives.
3. Investment selection and management.
4. Monitoring performance by conducting regular portfolio reviews.

Experience:

Doug, experienced in the financial services area for more than 21years, has worked as a private client executive for Barnett Bank from 1993 until it became Bank of America and now can assist as your financial advisor at Power Financial. As a private client executive, his responsibility entailed assisting high net-worth customers. For over five years, Doug has worked closely with FPL employees analyzing their thrift plans, advising them on retirement income planning and suggesting the most appropriate investment strategy consistent with their goals and objectives.

Licensing & Designations:

• Florida Insurance License
• Certified Retirement Financial Advisor (CRFA)
• Series 7 - General Securities Representative
• Series 63 - Uniform Securities Agent State Law Exam
• Series 65 - Uniform Investment Advisor Exam

State registrations:

• Alabama
• California
• Colorado
• Florida
• Georgia
• Louisiana
• Michigan
• New Jersey
• New York
• North Carolina

Investment Products and Services offered through CUSO Financial Services LP (CFS), are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Financial Advisors are employed by Power Financial Credit Union and registered through CFS. Power Financial Credit Union is in partnership with CFS. Member FINRA/SIPC.