Senior Vice President–Wealth Management
Doug joined UBS in 1996, first serving in the Boca Raton branch then Headquarters branch in New York City, and then returning to Florida and the Naples branch. At UBS he has attained the designation of Chartered Retirement Plans Specialist, Chartered Retirement Planning Counselor, Retirement Plan Consultant, and Wealth Advisor. In addition he has earned Series 7, 31, 63, and 65 securities licenses. He is insurance licensed in variable annuities, life, and health. Born in Miami, Doug resided in Miami and Boca Raton until 1998 and is a graduate of Fairfield University. Doug enjoys Naples with his wife, Colleen, and their four sons.
Over the last two decades, Doug has put together a network of specialists to complement his expertise using the resources of UBS, a global firm. With the input of clients, he puts together a comprehensive, tailored plan that is maximized though the resources of the network. Through ongoing communication and monitoring with clients, the strength of the partnership is realized and goals are accomplished with confidence.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures