Doug Messina

Doug Messina, a seasoned private wealth advisor with over 20 years in investment management, emphasizes the power of authenticity in client relationships. He discusses the transition from transactional brokerage to holistic financial planning, advocating for simplicity in investments. Doug shares invaluable advice for new advisors, highlighting the importance of empathy and personal connections. He also illustrates how well-structured plans can enable significant life changes, like relocating for a job, and underscores that strong relationships can weather market volatility.