Douglas Fish
- Role
- Senior Vice President and Wealth Management Advisor at Merrill Lynch
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About Douglas Fish
Douglas, ChFC® is a founding partner of The Fish Group at Merrill Lynch which combines…
Experience
Senior Vice President and Wealth Management Advisor
Mar 2002 — Present · Northern California, US
Douglas, ChFC® is a founding partner of The Fish Group at Merrill Lynch. The Fish Group combines over 130 years of financial experience and is laser focused on enabling clients to achieve their families’ legacy. They work closely with their select clientele as they deliver their proven Legacy System consisting of Financial Education, Retirement Planning and Investments. They have helped families educate their children, establish philanthropic giving strategies, manage liquidity events, navigate life’s tragedies and realize their retirement aspirations.
Education
Washington University in St. Louis
BS & MBA, Engineering and Business
1980 — 1985
Skills
- Mutual Funds
- Portfolio Management
- Start-Ups
- Fixed Annuities
- Wealth Management
- Financial Planning
- Annuities
- Strategy
- Defined Benefit
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Series 7
- Education
- 401k
- Financial Advisory
- Management
- Investments
- Series 63
- Fixed Income
- Finance
- Investment Strategies
- Alternative Investments
- Trading
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