Doug Stead, ChFC®, RICP®

Vice President, Financial Advisor

Doug’s career as a financial advisor has spanned over 25 years of serving clients’ retirement planning and 401(k) needs. He joined Seventy2 Capital from Ameriprise and previously held positions as a Financial Advisor with Morgan Stanley and Wells Fargo Advisors. He also served in the role of Branch Manager at Morgan Stanley. Doug has earned the Chartered Financial Consultant® (ChFC®) and Retired Income Certified Professional® (RICP®) designations.

Doug graduated with a Bachelor of Science from Wesleyan University in Connecticut where he played baseball on the team that made it to the Division III College World Series in 1994. He resides in in Parkton, MD with his wife, Michelle, and four (4) kids. He keeps busy throughout the year coaching a range of spring, winter and fall sports including youth basketball, baseball, soccer and lacrosse. In addition, Doug serves as the Commissioner of the Recreational basketball league for boys and girls and is a member of the Knights of Columbus.