Doug Giageos

His interest in advising started and grew early in his career spending time in various aspects of the banking industry. In 2000, Doug became a bank trust officer where he developed portfolio management and planning skills along with a deep understanding of what it means to be a fiduciary. Doug is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Analyst® Charterholder, and has had the privilege of advising clients for the past two-plus decades. In 2011 he transitioned from banks to the RIA world which better enabled him to work with an expanded universe of clients from many different walks of life.

Dedicated to support, education and informed direction to each client, Doug strives to provide unbiased, objective advice and planning, designed to help achieve long-term goals, with the highest level of trust and integrity. Doug’s interests include enjoying time with family and friends, coaching youth hockey, baseball and football, and a variety of outdoor activities.