Douglas Perry
Douglas Perry
About Me
Douglas is a Senior Financial Advisor with 20 years of experience currently serving the Portland, Oregon and Central Washington markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, Douglas works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.
Prior to joining the BMO Investment Services team, Douglas worked as a Senior Wealth Financial Advisor at Bank of the West. He received his Bachelor of Science degree in Psychology from Providence College. Douglas is a Certified Wealth Strategist and holds securities licenses 7 and 66, held through LPL Financial along with his life, health and variable contracts insurance licenses.
Douglas stays active in his community and is a current football coach for the West Linn Youth Football team. Douglas resides in Tualatin with his wife and their two children. In his spare time, he enjoys playing golf, skiing and spending time with friends and family.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management