S.D.
For various reasons, I needed to obtain a different financial advisor in 2011 and asked my tax accountant for advice in this regard. He recommended three different individuals and/or financial institutions for me to consider.
After I met with all three, it was readily apparent that Doug was the best "fit" for my financial requirements.
Doug is extremely knowledgeable in all areas of financial/economic issues, including market trends and political influences. He is very approachable and responsive, and I firmly believe he has my best interests at heart. We meet regularly to discuss my portfolio and he always ensures any questions or concerns are addressed.
Over the years, he has also connected me with professionals in other areas of wealth management, including estate planning, wills, and taxation. I have been extremely satisfied with their services also.
As Doug sometimes says, "A referral is the greatest compliment a client or colleague can give." As such, I have referred many friends and family members to him over the years and will continue to do so going forward.