As the leader of “Team Arsenal”, Doug works with all advisors on the team, advises
clients on investment management and financial planning matters, curates Arsenal
Financial’s Strategic Asset Management Portfolios, and directs ongoing plan monitoring
for his clients.
Serving in the financial services industry for over two decades, Doug began his career in
college at BayBank, followed by years as a Financial Advisor with American Express,
Sovereign Bancorp, and Bank of America/Merrill Lynch. After serving as a Financial
Advisor for a decade at larger companies the time came to build a company around his
client’s financial planning needs. Arsenal Financial, LLC was established as an
independent financial planning practice through a partnership with LPL Financial in
2010.
In 2019, Arsenal Financial was re-headquartered in Watertown, MA to focus on his local
community and changing face of Watertown. In the same year, Doug Co-Founded the
Watertown Business Coalition to help provide a platform for local businesses and
professionals to connect, help one another and support the local economy.
As a Chartered Retirement Planning Counselor, Doug specializes in guiding clients
through retirement transitions and income strategies. Holding Series 7, 24, 63, and 65
securities licenses through LPL Financial, Doug is passionate about his own ongoing
professional education, so that he can continue to help clients solve problems, take
action and build a nest egg for their future.
As someone who finds joy in helping others, Doug coaches kids and is on the board for
Watertown Youth Baseball, stays active in the Watertown community and participates in
the annual RIDE to End Alzheimer’s.
Doug spends his free time with his wife, son, friends and family. Doug and family ride
the roller coaster which is being a Red Sox and Celtics fan and spend many hours
cheering for and helping Watertown youth sports teams. You may also run into Doug
and family in New Hampshire where they make cameos as some of the older
snowboarders on the mountain in the winter and hike the trails in other seasons in the
Granite State!
*CRPC is Conferred by the College for Financial Planning
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, GA, KS, MA, ME, MI, MN, NC, NE, NH, NJ, NY, PA, RI, SC, VA.
ARSENAL FINANCIAL, LLC and LPL FINANCIAL are separate entities.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, GA, KS, MA, ME, MI, MN, NC, NE, NH, NJ, NY, PA, RI, SC, VA.
ARSENAL FINANCIAL, LLC and LPL FINANCIAL are separate entities.
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