Commonwealth Financial Brings In $300 Million FA Douglas Perry

Commonwealth Financial Group – a MassMutual firm serving New England – announced it has welcomed Douglas Perry and his accomplished team to its growing network. Formerly with BMO Investments in Portland, Oregon, Perry reported having served over $300 million in client assets, earning a reputation for his comprehensive and client-centric wealth management strategies. The team includes Caroline Perry, Vice President of Operations, and Megan Waters, Client Services Director. Together, they will operate under the newly established Stafford Wealth Advisors.

Bạn đang xem: Commonwealth Financial Brings In $300 Million FA Douglas Perry

Xem thêm : Advisory M&A News – 12/16/24

With more than two decades of experience, Douglas Perry has guided clients in the Portland and Pacific Northwest markets through personalized financial planning and wealth management. By aligning his expertise with a deep understanding of clients’ priorities, Doug helps individuals and families secure their present, plan their future, and create meaningful legacies.

Holding a Certified Wealth Strategist designation with securities licenses 7 and 66, as well as life, health, and variable contracts insurance licenses, Doug brings a solid skill set to CFG. And his expertise in designing holistic financial strategies positions him as a trusted advisor.

Doug’s decision to join CFG reflects his commitment to personalized service. And transitioning to a boutique environment enables him to focus on delivering tailored solutions that align with his clients’ unique financial goals.

Xem thêm : Financial Advisor Jonathan Mintle of Edward Jones Earns CERTIFIED FINANCIAL PLANNER™ certification

KEY QUOTES:

“We are thrilled to welcome Doug and his team to CFG. Doug’s expertise in financial planning, combined with his commitment to understanding and addressing the unique goals of each client, will be invaluable to our firm. We are excited to have him on board as we continue to grow and enhance our wealth management teams to better serve our clients’ evolving needs.”

• Eric Spindt, CEO of Commonwealth Financial Group

“I’m excited to announce the launch of Stafford Wealth Advisors, a step that allows me to offer a more personalized and tailored level of service to my clients. Transitioning to a boutique firm like CFG gives me the opportunity to focus more closely on my clients’ needs and provide the tools and resources to better support strategic client investments.”