Douglas Quint, CPFA®

Douglas Quint, CPFA®

Followers of Douglas Quint, CPFA®734 followers
location of Douglas Quint, CPFA®Georgetown, Texas, United States

Connect with Douglas Quint, CPFA® to Send Message

Connect

Connect with Douglas Quint, CPFA® to Send Message

Connect
  • Timeline

  • About me

    Resident Director, Vice President, Senior Financial Advisor, The Special Needs Team (Texas)

  • Education

    • The University of Texas at Austin

      1999 - 2004
      Bachelor's Degree
  • Experience

    • Wells Fargo Bank

      May 2008 - Apr 2013
      • Regional Private Banker

        Nov 2010 - Apr 2013
      • Licensed Banker

        May 2008 - Nov 2010
    • Wells Fargo Advisors

      Apr 2013 - Jan 2017
      Financial Advisor
    • Merrill Lynch Wealth Management

      Jan 2017 - now
      Resident Director, Vice President

      At Merrill Lynch Wealth Management, we believe that wealth isn't just about the performance of your portfolio-it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Merrill thought leaders and can offer access to Bank of America's banking products and services to help unlock opportunities tailored to clients' needs. Starting with your life priorities as a foundation, your Merrill advisor can recommend a wide variety of financial strategies to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you-not the market-at the center of all we do. Show less

  • Licenses & Certifications

    • Personal Investment Advisor

      Merrill Lynch Internal
      Feb 2017