Douglas R.

About Douglas R.

As a Financial Advisor, I am dedicated to guiding individuals, families, and businesses towards their financial aspirations. I have the privilege of working with clients to help them pursue their goals and build a prosperous future.At Southwest Investment Advisors, we pride ourselves on our commitment to delivering independent investment advisory services. Founded in 2001 by seasoned advisors, our team brings over 75 years of combined industry experience, offering a wealth of knowledge. Our collaborative approach strives to ensure a high level of responsiveness and tailored service to meet our clients\' unique needs.Our clientele encompasses a diverse range of individuals, including small business owners, retirees, multi-generational families, and professionals across various industries. We understand the intricacies of financial matters and strive to provide clarity by establishing personalized financial plans aligned with each client\'s specific goals and objectives.While our primary focus lies in retirement planning and wealth management, we also offer expertise in other areas such as:• Retirement Planning• 401ks/ROTHs/IRAs• AnnuitiesI am passionate about helping families and individuals navigate their financial journeys with confidence. If you are seeking personalized financial guidance tailored to your unique circumstances, I invite you to connect with me. Together, we can pursue the path to your financial well-being and future prosperity.Outside of work, I spend most of my time with friends, family, and my dog. I love to hike, ski, travel, play tennis, and eat great food!

Experience

1. Financial Advisor

   Southwest Investment Advisors

   Jan 2023 — Present · Tucson, AZ, US

   Provide personalized financial guidance to individuals and businesses, specializing in retirement planning and investment management. Analyze portfolios, develop comprehensive plans, and recommend investment strategies. Aim to foster strong client relationships through proactive communication and personalized service. Proactively engage in firm outreach initiatives, conducting community workshops to promote financial literacy education. Stay informed about industry trends and ensure compliance for optimal financial outcomes.Douglas Riegger is a Registered Representative with, and securities are offered through, LPL Financial, a registered broker-dealer. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'See Contact Info” section above. Investment advice offered through Southwest Investment Advisors a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​ For a list of states in which I am/we are registered to do business, please visit Series 7 held through LPL Financial, Series 66 held through LPL and Southwest Investment Advisors.

Education

• University of Arizona

  Bachelor's degree, Economics

• PRIMAVERA ACADEMY, L.L.C.

  High School Diploma

  2018 — 2018