Doak Cheatham
Wealth Advisor @Wealth Strategies Advisory Group, Llc
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WORK HISTORY
Wealth Advisor @Wealth Strategies Advisory Group, Llc
Scottsdale, AZ, US
After 16 successful years in the mortgage industry, I’ve transitioned into wealth advisory to help clients take a more holistic approach to their financial goals. My background in lending gives me a deep understanding of real estate, leverage, and strategic financing — key tools in building long-term wealth. At Wealth Strategies Advisory Group, I work with individuals, families, and business owners to implement tax-efficient strategies for asset growth and protection.
EDUCATION
University of Arizona
Bachelor of the Arts, Political Science
Kansas State University
N/A, Hotel and Restaurant Management
SKILLS
ABOUT DOAK CHEATHAM
I’m passionate about helping clients navigate complex financial decisions with clarity…
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