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Douglas Bielefeld, CIMA®

Financial Advisor

513 followers

Dallas, Texas, United States

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Timeline
About me
Managing Director, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS
Education
- University of Pennsylvania - The Wharton School
  1998 - 1998
  Finance/Investment Management Analyst
  Activities and Societies: Certified Investment Management Analyst/CIMA
- University of Iowa
  1978 - 1982
  Bachelor of Business Administration (B.B.A.) Finance
  Activities and Societies: Beta Theta Pi
Experience
- Rauscher Pierce Refsnes
  Jan 1985 - Jan 1991
  Financial Advisor
  Financial Advisor and municipal bond trader.
- Bear Stearns & Co.
  Jan 1991 - Jan 1994
  Vice President
  Financial Advisor and Comprehensive Wealth Management
- Morgan Stanley
  Jan 1995 - Jan 2006
  Senior Vice President
  Investment management consulting to high net worth clientele.
- Wells Fargo Advisors
  Jan 2006 - Jan 2017
  Senior Vice President/CIMA
  Certified Investment Management Analyst/CIMAComprehensive Wealth Management
- Synergy Wealth Advisors, LLC - Securities offered through Raymond James Financial Services, Inc.
  Jan 2017 - now
  Managing Director, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS
  Synergy Wealth Advisors, LLC - Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Synergy Wealth Advisors, LLC is not a broker/dealer, and is independent of Raymond James Financial Services, Inc.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
Licenses & Certifications
- Certified Investment Management Analyst/CIMA
  Investment Management Consultants Association