Doug Lindsey
Partner, Senior Vice President, Wealth Manager at Steward Partners Global Advisory
- Role
- Partner, Senior Vice President, Wealth Manager at Steward Partners
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Doug Lindsey
Doug Lindsey teams with his sons, Justin Lindsey and Collin Lindsey at Steward Partners…
Experience
Partner, Senior Vice President, Wealth Manager
Apr 2021 — Present
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see \"Social Media Disclaimer\" link in the \"Contact Info\" section.
Education
University of Oregon
B.S.
1965 — 1969
Skills
- Securities
- Asset Allocation
- Wealth Management
- Investment Portfolio Management
- Investments
- Mutual Funds
- Finance
- Financial Advisor
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