Douglas Sweeney's Location
King of Prussia, Pennsylvania, United States
Douglas Sweeney's Work
- Wealth Advisor @ Independence Square Advisors
- Vice President and Financial Advisor @ Wells Fargo
- Account Executive @ Morgan Stanley
Douglas Sweeney's Education
- College for Financial Planning2010 - 2011
- Villanova University
Bachelor of Arts (Political Science)
1989 - 1993
Douglas Sweeney's Skills
- Series 7
- Asset Allocation
- Wealth Management
- Investments
- Retirement Planning
- 401k
- Financial Advisory
- Financial Planning
- Asset Management
- Insurance
Douglas Sweeney's Summary
Douglas Sweeney, based in King of Prussia, Pennsylvania, United States, is currently a Wealth Advisor at Independence Square Advisors, bringing experience from previous roles at Wells Fargo, Morgan Stanley, Vanguard and u.s Congress Congressman F James Sensenbrenner. Douglas Sweeney holds a 2010 - 2011 College for Financial Planning. With a robust skill set that includes Series 7, Asset Allocation, Wealth Management, Investments, Retirement Planning and more, Douglas Sweeney contributes valuable insights to the industry. Douglas Sweeney has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Douglas Sweeney you were looking for?
Find contact details for 700 million professionals.
Top Independence Square Advisors Employees
-
View
Robert Holland
Retired as of October, 2023. at Independence Square Advisors
King of Prussia, PA, US22 -
32
-
11
-
ViewCharles Johanson
Partner and Financial Advisor at Independence Square Advisors
King of Prussia, Pennsylvania, United States2
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
