Douglas Donald

About Douglas Donald

Doug has experience in helping women and couples financially through their divorce. I…

Experience

1. Financial Advisor Wealth Manager

   Investment Services

   Jun 1999 — Present

   Investment Services offer people in our community a full range of financial products and services. We believe that tax planning, retirement planning, and estate conservation strategies should be a top priority for individuals and families of all ages and income ranges. Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. That\'s where Investment Services can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information and strategies you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients. Here are some of our offerings: Life Insurance Disability Insurance Mutual Funds & Annuities 401(k) & Profit-Sharing Plans SEP-IRA, Roth, and Education IRAs Financial Planning Estate Planning College & Retirement Planning Long-Term Care Insurance Long Term Disability Plans 403(k) Services and Analysis Annuities Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. Please visit vantaxwealthmanagement.com/social_policy for more information. We are currently licensed to offer securities in the state of CO, CT, KS, KY, OH, and VA. This is not an offer to sell securities or provide investment advice in any other state or jurisdiction. Visit: to learn more about the wealth management business.

Education

• Long Island University

  MBA, Finance

  1976 — 1980

• Nichols College

  BSBA, Accounting and Finance

  1971 — 1975

Skills

• 401k Rollovers
• Irs Representation
• Traditional Ira
• Iras
• Insurance
• Finance
• Series 7
• Corporate Tax Preparation
• Wealth Management
• Individual Tax Preparation
• Tax
• Retirement
• Corporate Tax
• Strategic Planning
• Mutual Funds
• Financial Services
• Financial Analysis
• Payroll
• Disability Insurance
• Litigation Support
• Roth Ira
• Small Business
• Accounting
• Corporate Tax Planning
• Personal Income Tax Returns
• Tax Returns
• Life Insurance
• Business Strategy
• Business
• Investments
• Tax Preparation
• Cpa
• Bookkeeping
• Securities
• Financial Advisory
• Mediation
• Estate Planning
• Series 6
• Forensic Accounting
• Portfolio Management