23 Jun Douglas A. Dick
Wealth Management Advisor
Doug is a Wealth Management Advisor at Kathmere Capital Management. Most of his 33-year career has been spent in the Financial Services and Investment Advisory arena helping clients reach their goals. In addition, he has worked with several of the existing Kathmere Principals in previous firms.
In his role, Doug is a sounding board for his clients, guiding them with their business and personal financial goals. With 33 years of experience, his practice focuses mainly on wealth management planning with an emphasis on retirement planning and utilizing tax-advantaged strategies in both the growth and income phases, as well as estate planning overview when required.
Doug graduated from Ryerson University with a BS in Business Finance.
Doug lives in Malvern with his wife, Chris, where they are active in the community, volunteering with the Leukemia and Lymphoma Society and at AI DuPont Hospital for Children. His three children live in Middletown, Delaware, Toronto, ON, and Waltham, Massachusetts. He enjoys playing in golf events in the Philadelphia Golf Association; and has been a member of Chester Valley Golf Club for 33 years. In the summer, Doug enjoys spending time with family and friends in Winter Harbor, Maine, where he enjoys the outdoors often found sailing, hiking, swimming, playing tennis, and golfing.