Douglas Perry Email & Phone Number
Founder @ Stafford Wealth Advisors
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Douglas Perry Location
- Lake Oswego, OR, US
Douglas Perry Work
- 2024 -now Founder @
- 2023 -2024 Senior Wealth Financial Advisor @
- 2007 -2023 Senior Wealth Financial Advisor @ BancWest Investment Services
- 2005 -2006 Vice President Operations @ Miralisa Inc.
- 2001 -2005 Financial Advisor @
Douglas Perry Education
- Providence College
Bachelor's degree (Psychology)
1993-1997
Douglas Perry Skills
- Estate Planning
- Financial Advisory
- Banking
- Accounting
- Fixed Annuities
- Pensions
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Investments
- 401k
- Retirement Plan Consulting
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Investment Strategies
- Marketing
- Credit
- Customer Service
- Retirement
- Series 65
- Series 7
- Securities
Douglas Perry Summary
- Douglas Perry, based in Lake Oswego, OR, US, is currently a Founder at Stafford Wealth Advisors. Douglas Perry brings experience from previous roles at BMO Wealth Management - U.S., BancWest Investment Services, Miralisa Inc. and UBS. Douglas Perry holds a 1993 - 1997 Bachelor's degree in Psychology @ Providence College. With a robust skill set that includes Estate Planning, Financial Advisory, Banking, Accounting, Fixed Annuities and more. Douglas Perry has 1 emails and 3 mobile phone numbers on RocketReach.
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