Doug joined the MONECO Advisors team in the fall of 2021. Prior to MONECO, he spent 7 years at Barnum Financial Group as a financial advisor. Finance has always been his passion. He is dedicated to understanding the personal and financial aspirations of all of his clients, while developing long term solutions to help them pursue their objectives. His mission is to guide clients through the fluctuating financial climate, while developing a strategy that has the flexibility to evolve as needs change and opportunities arise overtime. Doug attended Sacred Heart University, where he also was a collegiate hockey player and received both a BS in Marketing and an MBA. When not in the office working with clients, Doug enjoys golf and traveling. His parents originally hailed from Nova Scotia, where he visits family often and enjoys the great outdoors and everything it has to offer.
Get to Know Doug...
Favorite part about working at Moneco: Everyday I love coming to work because it gives me the opportunity to build stronger relationships with clients and their families
Favorite thing to do outside of work: Golf, hockey, DIY projects & travel
What I enjoy most about what I do: Being a positive impact on my clients lives and helping them pursue their financial goals
Biggest challenge: Staying current with the always changing financial landscape, investment programs, planning topics and how this impacts our clients and their families
Favorite:
Quotation: “You miss one hundred percent of the shots you don't take” - Wayne Gretzky
Vacation: Cape Breton Island
TV Show: Billions
Music: Classic Rock, EDM, Country
Sports Team: Philadelphia Flyers, Eagles, Phillies