W Douglas McPeters
Key West,FL
Summary
Financial advisor specializing in portfolio management for the last 40 years.
Overview
59
59
years of professional experience
Work History
Senior Vice President Financial Advisor
NBC Securities
Birmingham, AL
07.2022 - Current
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
- Developed financial plans and strategies tailored to clients' individual needs.
Senior Financial Advisor
RBC Wealth Management
Baltimore, MD
04.2009 - 06.2022
- See Above
Senior Financial Advisor
Morgan Stanley, Wealth Management
Baltimore, MD
01.2009 - 04.2009
- See above
Financial Advisor
Smith Barney Wealth Management
Baltimore, MD
06.2005 - 01.2009
- See above.
Senior Financial Advisor
Legg Mason
Baltimore, MD
01.1983 - 06.2005
- See above.
Branch Manager
Owens Illinois
Baltimore, MD
06.1965 - 01.1983
- Managed more than 7 employees
- Top producer - President's Council
Education
Bachelor of Science - Business
The University of Tennessee - Knoxville
Knoxville, TN06-1965
Skills
- Client Relations
- Planning for retirement
- Stock market expertise
- Managing wealth
- Developing financial plans
- Mutual funds
- Advising on investments
- Estate Planning
Accomplishments
- Youngest Branch Manager at Owen's Illinois
- Legg Mason President's Council
- Former Board member for Baltimore Homeless Shelter
Timeline
Senior Vice President Financial Advisor
NBC Securities
07.2022 - Current
Senior Financial Advisor
RBC Wealth Management
04.2009 - 06.2022
Senior Financial Advisor
Morgan Stanley, Wealth Management
01.2009 - 04.2009
Financial Advisor
Smith Barney Wealth Management
06.2005 - 01.2009
Senior Financial Advisor
Legg Mason
01.1983 - 06.2005
Bachelor of Science - Business
The University of Tennessee - Knoxville
Branch Manager
Owens Illinois
06.1965 - 01.1983