Doug Stone

Doug Stone

Position: Investment Advisor, Portfolio Manager
Credentials: MBA, CFA, CFP®, RFP, CIM, FCSI

Doug has more than twenty years of experience helping both individual and corporate clients to manage their investments and achieve their financial goals.  Doug is licensed as an Investment Advisor, Portfolio Manager, and Life Insurance Agent, and has earned some of the most highly regarded credentials in both the financial planning and investment fields.  This enables him to offer his clients a unique and powerful combination of comprehensive financial planning coupled with professional investment management, and to provide the optimal blend of products and services for each client in an objective, unbiased manner.  Doug has been a Portfolio Manager since 2000, and demand for his investment advisory expertise has grown dramatically over that period.  With this growth, Doug has assembled a team of associates and assistants who can collectively deliver high quality, professional service and expertise to meet client’s needs.