Douglas Gray Marion Email & Phone Number
Financial Advisor and Strategist @ Advanced Wealth Strategies™
Douglas Gray Marion Location
Cornelius, NC, US
Douglas Gray Marion Work
- 2012 - now Financial Advisor and Strategist @ Advanced Wealth Strategies™
- 2008 - 2013 Owner @ Prodigy Financial
- 2010 - 2012 Practice Manager @ Epiphany Financial Group, Householder Group
- 2006 - 2010 Independent Agent @ United First Financial
- 2005 - 2008 Loan Officer and Office Assistant @ Carteret Mortgage Corporation
Douglas Gray Marion Education
- Lenoir-Rhyne University
BA (Economics)
2004 - 2007 - Statesville High School
Douglas Gray Marion Skills
- Investments
- Small Business
- Estate Planning
- Retirement Planning
- Financial Advisory
- Finance
- Financial Services
- Retirement
- Financial Planning
- Strategic Financial Planning
Douglas Gray Marion Summary
Douglas Gray Marion, based in Cornelius, NC, US, is currently a Financial Advisor and Strategist at Advanced Wealth Strategies. Douglas Gray Marion brings experience from previous roles at Prodigy Financial, Epiphany Financial Group, Householder Group, United First Financial and Carteret Mortgage. Douglas Gray Marion holds a 2004 - 2007 BA in Economics @ Lenoir-Rhyne University. With a robust skill set that includes Investments, Small Business, Estate Planning, Retirement Planning, Financial Advisory and more. Douglas Gray Marion has 1 emails on RocketReach.
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Top Advanced Wealth Strategies™ Employees
-
Jay Neal
Financial Advisor at Advanced Wealth Strategies™
Davidson, NC, US21 -
13
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Renee Simpson
Finanical Advisor at Advanced Wealth Strategies™
Charlotte, NC, US21 -
Amelia Black
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Richard Jakiel
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Charlotte, North Carolina, United States41
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