Senior Vice President–Wealth Management
Financial Advisor
Doug is a Senior Vice President–Wealth Management at UBS Mill Valley office. He has been with the firm for 25 years, having joined the predecessor firm PaineWebber in 1993. He’s gained valuable insights, not only from his own practice, but also from his father’s 30+ year wealth advisory career. Doug is a portfolio manager and wealth advisor who works side by side with families to develop and implement plans to help them attain their short and long-term goals. Doug acts as a personal CFO for his clients, helping them with every aspect of their financial lives.
Doug was born in London and moved to the San Francisco Bay Area at the age of 5. He is a graduate of the University of California at Los Angeles with a degree in economics. He is a member of the Investment and Wealth Institute (formerly IMCA) and regularly attends continuing advanced educational seminars to keep abreast of the latest developments in investment management and financial planning. Outside of the office, Doug enjoys sailing, biking and spending time with his wife and two kids.
Doug holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0B24789
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.
Education
Senior Vice President–Wealth Management
Financial Advisor
Doug is a Senior Vice President–Wealth Management at UBS Mill Valley office. He has been with the firm for 25 years, having joined the predecessor firm PaineWebber in 1993. He’s gained valuable insights, not only from his own practice, but also from his father’s 30+ year wealth advisory career. Doug is a portfolio manager and wealth advisor who works side by side with families to develop and implement plans to help them attain their short and long-term goals. Doug acts as a personal CFO for his clients, helping them with every aspect of their financial lives.
Doug was born in London and moved to the San Francisco Bay Area at the age of 5. He is a graduate of the University of California at Los Angeles with a degree in economics. He is a member of the Investment and Wealth Institute (formerly IMCA) and regularly attends continuing advanced educational seminars to keep abreast of the latest developments in investment management and financial planning. Outside of the office, Doug enjoys sailing, biking and spending time with his wife and two kids.
Doug holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0B24789
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.
Education
Client Associate
Client Associate
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.
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.
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