Doug Williams

About Doug Williams

Doug has been a part of the financial services industry since 1989 and joined Fidelity Investments in 2021. He focuses on clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them. Doug is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.Doug has a bachelor’s degree in Urban Studies from Roanoke College (VA). Doug is also a graduate of the Pacific Coast Banking School, University of Washington (WA) He and his wife, Karyn, live in Napa, CA, with their son Kane. In his spare time, Doug enjoys cycling, and coaching lacrosse

Experience

1. Financial Consultant

   Fidelity Investments

   May 2021 — Present · Napa, CA, US

   Doug has been a part of the financial services industry since 1989 and joined Fidelity Investments in 2021. He focuses on clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them. Doug is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.Doug has a bachelor’s degree in Urban Studies from Roanoke College (VA). Doug is also a graduate of the Pacific Coast Banking School, University of Washington (WA) He and his wife, Karyn, live in Napa, CA, with their son Kane. In his spare time, Doug enjoys cycling, and coaching lacrosse

Skills

• Credit
• Mergers & Acquisitions
• Portfolio Management
• Loans
• Finance
• Underwriting
• Credit and Lending Relationship Management Private Banking
• Management
• Private Banking
• Experience in Providing Solution Based Banking Products to Ultra High Net-Worth
• Banking
• Investments
• Series 7
• Wealth Management
• Cash Management
• Equities